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JPMorgan Mid Cap Value R2 (JMVZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.56+0.12 (+0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.22%
5-Year Average Return7.83%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 17, 2024)30.99%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return30.99%
Worst 3-Yr Total Return3.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJMVZXCategory
YTD5.96%21.28%
1-Month2.62%-1.96%
3-Month1.91%4.90%
1-Year22.75%55.83%
3-Year3.65%11.08%
5-Year9.25%11.93%
10-Year7.47%10.64%
Last Bull Market26.88%25.54%
Last Bear Market-12.52%-22.08%

Annual Total Return (%) History

Year
JMVZXCategory
2024
N/AN/A
2023
10.56%N/A
2022
-8.71%N/A
2021
29.12%N/A
2020
-0.32%2.63%
2019
25.70%25.18%
2018
-12.32%-12.86%
2017
12.86%13.22%
2016
13.75%18.06%
2015
-3.06%-5.41%
2014
14.29%9.31%
2013
30.99%35.14%
2012
19.57%16.60%
2011
1.63%-3.96%
2010
22.48%21.92%
2009
25.75%35.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.16%N/AN/AN/A
2023-0.23%3.82%-4.71%12.01%
2022-1.16%-12.52%-4.11%10.10%
202115.33%5.20%-1.45%7.99%
2020-31.94%17.93%4.21%19.18%
201914.48%2.89%0.91%5.75%
2018-1.90%1.37%3.64%-14.93%
20173.79%2.08%1.95%4.48%
20163.73%2.34%2.75%4.28%
20153.51%-2.16%-7.44%3.42%
20143.01%4.63%-1.85%8.03%
201312.41%2.16%5.19%8.43%
201210.89%-0.71%5.84%2.61%
20116.04%0.83%-16.19%13.42%
20108.06%-7.95%10.14%11.80%
2009-13.33%16.66%17.86%5.52%

Rank In Category (By Total Return)

YTD52
1-Month82
3-Month85
1-Year55
3-Year71
5-Year76

Load Adjusted Returns

1-Year22.75%
3-Year3.65%
5-Year9.25%
10-Year7.47%