JPMorgan Mid Cap Value Fund (JCMVX)
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 return2.30%
5-year average return6.70%
Number of years up17
Number of years down5
Best 1-yr total return (4 July 2024)30.66%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return30.66%
Worst 3-yr total return2.93%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnJCMVXCategory
YTD3.40%21.28%
1-month-2.34%-1.96%
3-month-5.22%4.90%
1-year10.20%55.83%
3-year3.36%11.08%
5-year7.23%11.93%
10-year6.67%10.64%
Last bull market26.71%25.54%
Last bear market-12.57%-22.08%
Annual total return (%) history
YearJCMVXCategory
2024N/AN/A
202310.29%N/A
2022-8.93%N/A
202128.82%N/A
2020-0.57%2.63%
201925.35%25.18%
2018-12.51%-12.86%
201712.54%13.22%
201613.48%18.06%
2015-3.33%-5.41%
201414.02%9.31%
201330.66%35.14%
201219.26%16.60%
20111.38%-3.96%
201022.17%21.92%
200925.46%35.41%
2008-33.57%-36.77%
20071.83%0.83%
200616.16%15.87%
20058.34%8.82%
200419.56%17.85%
200329.09%33.85%
20021.94%-13.25%
2001N/A6.67%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20249.10%-5.22%N/AN/A
2023-0.29%3.78%-4.78%11.93%
2022-1.20%-12.57%-4.17%10.02%
202115.26%5.13%-1.51%7.94%
2020-31.99%17.89%4.13%19.09%
201914.36%2.85%0.85%5.67%
2018-1.95%1.32%3.56%-14.95%
20173.70%2.02%1.90%4.40%
20163.66%2.27%2.69%4.23%
20153.42%-2.21%-7.52%3.36%
20142.94%4.57%-1.91%7.98%
201312.31%2.12%5.12%8.37%
201210.84%-0.83%5.81%2.54%
20115.97%0.75%-16.25%13.37%
20107.97%-7.98%10.03%11.75%
2009-13.38%16.59%17.80%5.45%
2008-8.57%-1.06%-6.11%-21.79%
20073.20%3.98%-1.47%-3.68%
20066.20%-0.25%3.35%6.09%
20051.43%3.18%2.66%0.84%
20045.27%1.75%1.83%9.61%
2003-1.39%13.29%4.18%10.93%
20026.88%-2.72%-9.06%7.81%
2001-9.15%11.05%N/AN/A
Rank in category (by total return)
YTD58
1-month67
3-month81
1-year65
3-year74
5-year81
Load adjusted returns
1-year9.20%
3-year3.36%
5-year7.23%
10-year6.67%
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