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Jpmorgan Small Cap Value Fund R2: (MF: JSVZX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:54 PM ET

$28.43 USD

+0.32 (1.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.70 21
3 months 3.70 21
6 months 8.67 9
1 Year 25.07 22
3 Year 12.48 30
5 Year 5.59 32
10 Year 8.28 76

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 617.37

Load Adjusted Returns as of Mar 31, 2026

1 Year 25.07
5 Year 5.58
10 Year 8.28
Since Inception 10.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.70 NA NA NA
2025 -7.48 4.31 10.32 4.78
2024 5.44 -3.96 8.49 -1.33
2023 -0.89 3.44 -3.84 14.07
2022 -3.05 -15.24 -2.89 7.97
2021 22.20 4.84 -2.63 5.79

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.7011.578.3912.44-13.8531.975.5818.56-14.472.5829.50
% Total Return Rel to Index 8.57-6.64-16.62-13.794.353.29-12.81-12.92-10.07-19.2117.57
% Total Return Rel to Peer 2.504.27-3.52-3.635.6612.66-13.41-6.86-3.69-13.0113.55
% Perf Quintile vs Peer* 2.002.004.005.002.001.004.005.004.005.001.00
% Dividends 0.000.150.140.270.170.040.100.190.170.130.09
% Yield 0.000.550.560.560.720.140.410.740.660.410.29
Capital Gains ($) 0.002.361.620.032.034.870.001.343.461.740.02
Expense Ratio 0.001.491.491.491.491.481.491.491.521.521.50

* 1 = Top 20%, 5 = Bottom 20%