JPMorgan Mid Cap Value Fund (JAMCX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:01PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return3.09%
5-Year Average Return7.36%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Jul 2, 2024)31.34%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return31.34%
Worst 3-Yr Total Return3.44%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnJAMCXCategory
YTD3.64%21.28%
1-Month-2.29%-1.96%
3-Month-5.10%4.90%
1-Year10.75%55.83%
3-Year3.87%11.08%
5-Year7.77%11.93%
10-Year7.21%10.64%
Last Bull Market26.98%25.54%
Last Bear Market-12.47%-22.08%
Annual Total Return (%) History
YearJAMCXCategory
2024N/AN/A
202310.86%N/A
2022-8.49%N/A
202129.49%N/A
2020-0.07%2.63%
201926.00%25.18%
2018-12.09%-12.86%
201713.13%13.22%
201614.06%18.06%
2015-2.82%-5.41%
201414.60%9.31%
201331.34%35.14%
201219.86%16.60%
20111.91%-3.96%
201022.82%21.92%
200926.05%35.41%
2008-33.24%-36.77%
20072.36%0.83%
200616.73%15.87%
20058.88%8.82%
200420.32%17.85%
200330.07%33.85%
20022.68%-13.25%
2001N/A6.67%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20249.21%-5.10%N/AN/A
2023-0.18%3.93%-4.69%12.11%
2022-1.09%-12.47%-4.07%10.18%
202115.41%5.28%-1.40%8.09%
2020-31.90%18.01%4.27%19.23%
201914.55%2.95%0.97%5.82%
2018-1.85%1.45%3.72%-14.88%
20173.84%2.13%2.01%4.56%
20163.78%2.40%2.82%4.38%
20153.56%-2.09%-7.38%3.48%
20143.07%4.69%-1.77%8.11%
201312.49%2.23%5.27%8.50%
201210.98%-0.69%5.93%2.67%
20116.10%0.90%-16.11%13.49%
20108.11%-7.85%10.21%11.86%
2009-13.30%16.74%17.98%5.56%
2008-8.49%-0.90%-5.98%-21.70%
20073.34%4.09%-1.34%-3.55%
20066.36%-0.12%3.49%6.18%
20051.54%3.35%2.75%0.97%
20045.42%1.88%2.01%9.81%
2003-1.25%13.53%4.39%11.13%
20027.09%-2.52%-8.95%8.03%
2001-9.13%11.20%N/AN/A
Rank In Category (By Total Return)
YTD54
1-Month63
3-Month79
1-Year61
3-Year69
5-Year71
Load Adjusted Returns
1-Year4.94%
3-Year2.02%
5-Year6.61%
10-Year6.64%
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