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JMGMX: JPMORGAN MID CAP GROWTH FUND CLASS R6 (MUTUAL FUND)
Basic Info 53.46 1.69(3.06%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 11/03/2011 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 8.97% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 3.3 | 9.2 | 12.9 | 4.6 | 11.7 | 11.6 | 2.1 | 7.4 | 23.4 | -27.5 | 10.9 | 34.2 | 40.0 | -4.9 | 29.7 | 0.4 | 2.9 | 11.1 | 42.6 | 16.2 | -13.3 |
| Sharpe Ratio | NA | 0.26 | 0.37 | 0.49 | 0.09 | 0.45 | 0.5 | -0.03 | 0.04 | 1.18 | -0.92 | 0.53 | 0.92 | 2.47 | -0.31 | 3.0 | 0.01 | 0.18 | 0.7 | 3.18 | 0.99 | -1.62 |
| Draw Down(%) | NA | 12.9 | 14.1 | 25.8 | 37.1 | 37.1 | 37.1 | 25.5 | 13.7 | 13.9 | 32.8 | 11.8 | 34.2 | 8.3 | 23.8 | 3.3 | 19.2 | 14.6 | 10.7 | 6.9 | 13.9 | 17.3 |
| Standard Deviation(%) | NA | 20.6 | 17.7 | 19.5 | 22.2 | 22.2 | 20.7 | 25.1 | 18.1 | 16.4 | 31.5 | 20.4 | 36.9 | 15.6 | 19.8 | 9.7 | 17.4 | 16.1 | 15.8 | 13.4 | 16.5 | 37.1 |
| Treynor Ratio | NA | 0.05 | 0.06 | 0.09 | 0.02 | 0.1 | 0.1 | -0.01 | 0.01 | 0.2 | -0.3 | 0.1 | 0.34 | 0.35 | -0.06 | 0.26 | 0.0 | 0.03 | 0.1 | 0.43 | 0.16 | -0.61 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.04 | -0.03 | 0.0 | 0.0 | -0.04 | 0.0 | 0.01 | 0.01 | 0.02 | -0.03 | 0.02 | -0.01 | 0.03 | 0.0 | -0.24 |
| Beta | NA | 1.02 | 1.04 | 1.06 | 1.01 | 1.02 | 1.02 | 1.09 | 1.08 | 0.95 | 0.97 | 1.09 | 0.99 | 1.1 | 1.07 | 1.12 | 1.07 | 0.99 | 1.12 | 0.98 | 1.0 | 0.99 |
| RSquared | NA | 0.92 | 0.92 | 0.94 | 0.96 | 0.95 | 0.93 | 0.86 | 0.83 | 0.96 | 0.99 | 0.96 | 0.92 | 0.95 | 0.97 | 0.89 | 0.95 | 0.95 | 0.95 | 0.95 | 0.95 | 0.56 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.0 | 7.7 | 0.0 | 0.6 | 8.9 | 0.2 | 9.4 | 6.3 | 7.7 | 0.0 | 5.2 | 10.0 | 12.5 | 5.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 27.7 | N/A | -100.0 | -93.6 | 6348.6 | -97.4 | 30.4 | 0.5 | 17766.7 | -99.2 | -47.6 | 0.1 | 181.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2011
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