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JPMorgan Mid Cap Equity A (JCMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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59.33+0.10 (+0.17%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.53%
5-year average return10.02%
Number of years up10
Number of years down4
Best 1-yr total return (23 Apr 2024)36.26%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return36.26%
Worst 3-yr total return5.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJCMAXCategory
YTD9.44%17.04%
1-month4.04%-0.01%
3-month9.44%5.47%
1-year22.94%50.44%
3-year5.60%13.15%
5-year11.82%13.75%
10-year10.23%11.35%
Last bull market40.01%25.95%
Last bear market-15.49%-22.55%

Annual total return (%) history

Year
JCMAXCategory
2024
N/AN/A
2023
15.87%N/A
2022
-16.25%N/A
2021
19.76%N/A
2020
22.35%12.39%
2019
32.56%26.21%
2018
-8.51%-11.15%
2017
20.96%15.93%
2016
6.98%14.14%
2015
-0.22%-4.75%
2014
12.48%7.80%
2013
36.26%34.10%
2012
17.67%16.15%
2011
-2.14%-3.81%
2010
23.63%22.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.44%N/AN/AN/A
20233.15%5.13%-4.90%12.35%
2022-5.48%-15.49%-3.31%8.43%
20218.01%6.15%-1.43%5.97%
2020-23.83%25.03%7.20%19.83%
201917.97%4.70%-0.61%7.98%
20180.82%1.98%5.74%-15.84%
20176.13%4.25%4.00%5.12%
2016-0.02%1.56%3.64%1.67%
20154.85%0.81%-8.75%3.45%
20143.49%4.47%-2.16%6.33%
201311.73%2.90%8.52%9.21%
201214.50%-4.77%6.04%1.76%
20116.83%0.64%-19.08%12.47%
20106.97%-9.07%12.23%13.25%

Rank in category (by total return)

YTD43
1-month66
3-month43
1-year45
3-year66
5-year26

Load adjusted returns

1-year16.48%
3-year3.72%
5-year10.62%
10-year9.64%