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VSNGX: JPMORGAN MID CAP EQUITY FUND SELECT CLASS (MUTUAL FUND)
Basic Info 67.26 1.05(1.54%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 01/10/1997 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 6.20% |
| Expenses | 1.14% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 6.0 | 12.6 | 12.8 | 3.7 | 8.8 | 9.7 | 8.6 | 9.6 | 6.1 | 14.0 | 16.2 | -17.9 | 11.5 | 10.0 | 32.7 | -8.2 | 21.3 | 7.3 | 0.1 | 12.8 | 36.7 | 18.1 | -1.8 | 24.0 | 34.2 | -38.6 | 9.4 | 14.2 | 9.6 | 19.2 | 32.3 | -13.3 | -4.0 | 13.8 | 25.2 | 16.2 | 13.1 |
| Sharpe Ratio | NA | 1.01 | 0.9 | 0.7 | 0.07 | 0.37 | NA | NA | 0.39 | 0.18 | 0.82 | 0.84 | -0.79 | 0.63 | 0.25 | 2.38 | -0.58 | 2.54 | 0.47 | 0.0 | 0.98 | 3.02 | 1.29 | -0.07 | 1.2 | 1.17 | -0.95 | 0.41 | 0.93 | 0.65 | 1.52 | 2.17 | -0.65 | -0.31 | 0.37 | 1.16 | 0.51 | 0.54 |
| Draw Down(%) | NA | 8.2 | 8.2 | 20.6 | 30.4 | 38.3 | NA | NA | 54.5 | 19.0 | 7.2 | 12.8 | 23.0 | 14.2 | 38.3 | 6.5 | 21.9 | 3.1 | 14.9 | 12.7 | 9.4 | 6.1 | 10.2 | 24.2 | 16.0 | 25.0 | 51.5 | 9.9 | 9.6 | 6.8 | 9.2 | 10.8 | 26.4 | 23.7 | 11.8 | 10.8 | 35.9 | 16.9 |
| Standard Deviation(%) | NA | 13.7 | 12.4 | 14.9 | 17.7 | 19.5 | NA | NA | 20.3 | 18.0 | 12.7 | 14.9 | 24.4 | 18.1 | 38.7 | 13.1 | 16.5 | 8.2 | 15.3 | 14.8 | 13.0 | 12.1 | 14.2 | 26.5 | 20.0 | 29.2 | 41.3 | 15.5 | 11.6 | 11.2 | 12.0 | 14.6 | 22.2 | 20.7 | 26.0 | 18.8 | 25.1 | 18.3 |
| Treynor Ratio | NA | 0.21 | 0.16 | 0.13 | 0.02 | 0.08 | NA | NA | 0.09 | 0.04 | 0.13 | 0.15 | -0.27 | 0.15 | 0.1 | 0.34 | -0.11 | 0.22 | 0.08 | 0.0 | 0.14 | 0.41 | 0.21 | -0.02 | 0.27 | 0.35 | -0.46 | 0.07 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | -0.01 | -0.01 | NA | NA | 0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.01 | -0.08 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | 0.01 | -0.01 | -0.02 | 0.02 | -0.02 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.66 | 0.69 | 0.79 | 0.76 | 0.86 | NA | NA | 0.88 | 0.81 | 0.78 | 0.84 | 0.72 | 0.78 | 1.01 | 0.92 | 0.89 | 0.94 | 0.95 | 0.93 | 0.94 | 0.9 | 0.85 | 0.92 | 0.89 | 0.96 | 0.86 | 0.88 | 0.76 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.82 | 0.78 | 0.88 | 0.85 | 0.86 | NA | NA | 0.65 | 0.9 | 0.86 | 0.91 | 0.91 | 0.63 | 0.86 | 0.95 | 0.97 | 0.9 | 0.97 | 0.97 | 0.97 | 0.96 | 0.94 | 0.97 | 0.97 | 0.97 | 0.95 | 0.95 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.2 | 5.0 | 0.6 | 0.4 | 0.2 | 0.4 | 10.5 | 10.5 | 6.6 | 3.6 | 4.9 | 5.3 | 10.4 | 1.5 | 0.5 | 0.4 | 1.2 | 4.5 | 18.9 | 8.9 | 11.0 | 12.2 | 4.2 | 4.0 | 0.7 | 20.1 | 27.3 | 2.5 | 8.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 36.1 | 896.2 | 20.5 | 157.0 | -56.3 | -95.1 | -19.4 | 82.5 | 97.1 | -31.9 | 1.2 | -38.7 | 717.1 | 174.1 | 83.7 | -60.6 | -84.3 | -78.8 | 120.7 | -18.2 | -4.2 | 261.1 | -11.8 | 512.4 | -97.0 | -29.0 | 1120.0 | -70.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/1997
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