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JPMorgan Mid Cap Value R2 (JMVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.15-0.01 (-0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.95%
5-year average return7.08%
Number of years up11
Number of years down4
Best 1-yr total return (2 July 2024)30.99%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return30.99%
Worst 3-yr total return3.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMVZXCategory
YTD3.51%21.28%
1-month-2.32%-1.96%
3-month-5.18%4.90%
1-year10.48%55.83%
3-year3.60%11.08%
5-year7.49%11.93%
10-year6.94%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%-5.18%N/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)

YTD56
1-month65
3-month79
1-year63
3-year71
5-year76

Load adjusted returns

1-year10.48%
3-year3.60%
5-year7.49%
10-year6.94%