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JPMorgan Mid Cap Value R6 (JMVYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.11-0.02 (-0.05%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.34%
5-Year Average Return7.89%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)30.11%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return30.11%
Worst 3-Yr Total Return3.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJMVYXCategory
YTD3.93%21.28%
1-Month-2.25%-1.96%
3-Month-4.97%4.90%
1-Year11.30%55.83%
3-Year4.39%11.08%
5-Year8.31%11.93%
10-Year7.74%10.64%
Last Bull Market27.25%25.54%
Last Bear Market-12.36%-22.08%

Annual Total Return (%) History

Year
JMVYXCategory
2024
N/AN/A
2023
11.38%N/A
2022
-8.03%N/A
2021
30.11%N/A
2020
0.43%2.63%
2019
26.67%25.18%
2018
-11.66%-12.86%
2017
13.68%13.22%
2016
N/A18.06%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.36%-4.97%N/AN/A
2023-0.06%4.06%-4.57%12.23%
2022-0.96%-12.36%-3.93%10.30%
202115.55%5.39%-1.27%8.22%
2020-31.83%18.17%4.41%19.40%
201914.68%3.10%1.10%5.97%
2018-1.71%1.57%3.83%-14.77%
20173.99%2.27%2.12%4.68%
20164.49%N/AN/AN/A

Rank In Category (By Total Return)

YTD49
1-Month61
3-Month76
1-Year54
3-Year64
5-Year61

Load Adjusted Returns

1-Year11.30%
3-Year4.39%
5-Year8.31%
10-Year7.74%