HLQVX
JPMorgan Large Cap Value Fund Class I
Mutual fund
$23.11+0.13 (+0.57%)Close Oct 2, 2026
Feb 28, 1991 – Oct 2, 2026, Dividends reinvested
- Final balance
- $178,055
- CAGR
- +8.43%
- Max drawdown
- −60.03%
- Sharpe ratio
- 0.52
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.62%
- 3M
- +0.42%
- 6M
- +11.13%
- YTD
- +10.60%
- 1Y
- +14.36%
- 3Y
- +18.25%
- 5Y
- +11.36%
- 10Y
- +12.47%
- 15Y
- +13.77%
- 20Y
- +9.10%
- 25Y
- +8.69%
- 30Y
- +8.71%
- Since 1991
- +8.43%
Metrics
Since 1991| Volatility | 19.25% |
|---|---|
| Sortino ratio | 0.73 |
| Calmar ratio | 0.14 |
| Best year, 2013 | +35.92% |
| Worst year, 2008 | −39.05% |
| Positive years | 25 of 34 |
| Longest drawdown | 5.8 years |
Worst drawdowns
Since 1991| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.0% | Jun 2007 | Mar 2009 | Mar 2013 | 5.8 years |
| −44.6% | Feb 2001 | Oct 2002 | Nov 2005 | 4.8 years |
| −43.2% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −24.8% | Jan 2018 | Dec 2018 | Dec 2019 | 1.9 years |
| −20.0% | Jul 1998 | Aug 1998 | Jan 1999 | 6 months |
Annual returns
1991 from Feb 28 · 2026 through Oct 2