JPMorgan Small Cap Value A (PSOAX)

24.24 -0.09 (-0.37%) USD  |  May 20 2022

PSOAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
JPMorgan Small Cap Value A
20.18%
36.16%
4.00%
-7.79%
29.86%
2.89%
-14.27%
18.82%
5.79%
32.31%
-13.24%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.67%
Victory Sycamore Small Company Opp A
12.16%
32.91%
6.45%
-0.72%
29.65%
11.48%
-8.55%
26.51%
4.39%
25.13%
-11.22%
Nuveen Small Cap Value A
14.16%
38.67%
4.86%
2.73%
30.83%
6.08%
-20.81%
16.98%
-4.44%
35.01%
-11.29%
Putnam Small Cap Value A
16.95%
38.00%
3.46%
-3.88%
26.59%
7.91%
-19.81%
23.92%
3.57%
39.50%
-10.65%
PGIM Quant Solutions Small-Cap Val A
13.79%
35.46%
5.63%
-7.26%
33.59%
6.00%
-19.13%
18.53%
-3.46%
41.20%
-9.43%
As of May 20, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
JPMorgan Small Cap Value A
-11.27%
-8.36%
-14.05%
-9.04%
9.41%
6.18%
9.79%
5.95%
7.40%
9.88%
S&P 500 Total Return
-12.38%
-9.95%
-16.34%
-4.86%
13.04%
12.37%
13.88%
8.67%
8.71%
9.95%
Victory Sycamore Small Company Opp A
-7.85%
-7.01%
-11.60%
-7.06%
9.11%
8.75%
11.77%
8.07%
9.49%
9.84%
Nuveen Small Cap Value A
-9.83%
-8.52%
-11.44%
-4.76%
6.16%
3.27%
9.54%
6.05%
7.27%
9.46%
Putnam Small Cap Value A
-12.14%
-7.62%
-11.25%
-5.77%
11.47%
6.80%
10.52%
5.23%
7.19%
9.11%
PGIM Quant Solutions Small-Cap Val A
-9.43%
-7.39%
-9.15%
-3.98%
10.00%
5.63%
9.73%
6.72%
9.03%
10.32%
As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022