JPMorgan Large Cap Value Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1991 0 0 1.17 1.39 4.68 -5.48 3.97 2.31 -1.31 1.44 -5.98 10.75 0
1992 2.13 2.34 -2.07 1.6 0.98 -1.45 1.13 -2.24 -0.41 0.55 5.61 -1.44 6.6
1993 2.17 -0.74 3.45 -4.86 2.07 -0.71 -1.8 2.72 -1.74 2.32 0.14 -0.74 2
1994 2.58 -0.89 -3.33 1.1 1.2 -2.34 3.01 3.34 -2.53 0.66 -2.66 -4.66 -4.8
1995 3.56 3.93 3.81 2.6 3.13 1.74 1.9 0.05 -0.13 -3.37 4.97 -8.88 13.2
1996 2.39 0.78 2.11 1.61 1.72 -0.19 -5.56 2.09 4.46 3.13 7.02 -0.72 20
1997 4.43 0.29 -2.68 3.14 5.8 3.41 7.77 -4.31 5.75 -4.89 3.83 1.98 26.3
1998 -1.47 7.15 4.41 0.93 -1.08 0.44 -0.26 -16.44 6.77 7 4.81 2.99 13.6
1999 0.73 -0.92 3.73 7.74 -1.33 3.48 -3.9 -3.04 -3.85 6.51 -0.87 4.06 12.1
2000 -2.65 -5.64 8.99 -0.49 -0.25 -3.28 1.87 6.83 -0.37 2.68 -5.53 4.91 6
2001 3.18 -5.59 -4.58 6.6 1.28 -3.01 -2.04 -6.17 -9.1 -0.15 5.94 1.11 -13
2002 -2.95 -0.72 4.51 -4.69 0.22 -6.32 -11.12 0.18 -10.98 7.63 5.99 -5.08 -22.7
2003 -2.66 -2.55 -0.02 9.61 6.11 0.91 2.24 1.78 -1.24 5.66 0.61 6.58 29.6
2004 1 1.7 -0.97 -1.06 0.5 2.31 -1.53 1.27 1.09 1.46 5.05 3.56 15.2
2005 -2.08 2.58 -1.37 -2.17 1.96 1.13 2.03 -0.75 0.67 -2.5 4.11 0.63 4.1
2006 2.66 0.25 1.2 2.5 -2.8 1.01 1.34 2.4 2.2 3.34 2.12 2.66 20.4
2007 0.52 -1.27 1.7 4.63 4.7 -2.5 -5.17 0.75 3.52 -0.77 -4.94 -2.12 -1.6
2008 -5.42 -4.15 -2.22 5.61 0.67 -11.4 -0.19 1.81 -9.59 -16.74 -8.11 3.85 -39.1
2009 -8.03 -12.16 9.22 10.3 8.79 1.26 7.88 5.34 3.41 -2.13 5.77 1.69 32.6
2010 -3.15 2.83 6.55 1.34 -8.33 -6.41 7.08 -5.58 7.76 3.56 -0.2 8.25 12.5
2011 1.37 3.69 -0.07 2.35 -2.04 -1.45 -3.45 -7.88 -8.37 13.62 -1.15 0.24 -4.8
2012 5.73 4.69 3.23 -2.47 -8.57 4.26 0.09 3.76 2.87 0.43 -0.43 2.6 16.5
2013 6.33 1.19 4.36 1.66 4.45 -1.56 5.72 -3.7 2.65 3.88 4.13 2.44 35.9
2014 -4.5 4.64 2.49 -0.38 2.05 3.4 -1.58 3.65 -1.97 2.93 1.96 1 14.1
2015 -4.49 5.76 -0.87 -0.27 2.39 -1.07 0.13 -4.66 -3.28 6.97 0.14 -2.25 -2.2
2016 -6.94 1.8 7.68 2.04 1.46 -4.63 3.75 2.54 0.37 -0.15 10.66 2.66 22
2017 1.66 3.41 -0.7 -0.33 -0.93 2.98 0.79 -1.69 4.41 0.57 3.92 2.54 17.7
2018 4.06 -5.32 -2.2 0.6 -0.27 -0.38 4.31 0.26 0.51 -7.77 2.99 -11.82 -15.2
2019 10.73 2.46 -1.16 4.05 -7.85 6.29 1.08 -3.21 3.17 2.22 3.29 3.12 25.6
2020 -3.55 -9.74 -22.57 15.3 3.39 2.12 2.88 6.61 -4.93 -0.38 20.4 -1.97 9.1
2021 -0.54 10.24 15.59 3.55 3.18 -3.06 -2.39 0.66 -2.78 3.8 -4.57 -0.53 14
2022 2.01 2.8 1.61 -5.95 1.85 -9.22 5.42 -1.95 -8.22 11.73 6.03 -9.29 -5.6
2023 6.49 -3.15 -1.9 1.33 -5.19 6.56 3.89 -3.12 -4.4 -4.04 9.54 0.53 5.3
2024 -0.43 2.03 5.75 -4.3 4.4