Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCMVX (JPMORGAN MID CAP VALUE FUND CLASS C) | 6.81% | 13.58% | 12.43% | 0.49% | 4.53% | 7.00% | 6.16% | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCMVX (JPMORGAN MID CAP VALUE FUND CLASS C) | 05/04/2001 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 13.58 | 12.43 | 0.49 | 4.53 | 7.00 | 6.16 | … | … | 6.81 | 4.25 | 13.25 | 10.40 | -18.02 | 11.17 | -7.13 | 25.40 | -12.50 | 12.67 | 13.39 | -3.41 | 13.91 | 30.66 | 19.26 | 1.38 | 22.17 | 25.47 | -33.50 | 1.73 | 16.14 | 8.34 | 20.34 | 29.09 | 1.85 | -1.19 |
| Sharpe Ratio | NA | 0.91 | 0.65 | -0.11 | 0.14 | NA | NA | … | … | 1.14 | 0.08 | 0.78 | 0.44 | -0.81 | 0.49 | -0.17 | 2.02 | -0.98 | 1.57 | 0.95 | -0.24 | 1.26 | 2.73 | 1.57 | 0.06 | 1.18 | 0.84 | -0.82 | -0.10 | 1.37 | 0.58 | 2.11 | 2.29 | 0.04 | -0.27 |
| Standard Deviation(%) | NA | 12.03 | 14.10 | 18.47 | 20.25 | NA | NA | … | … | 12.39 | 16.58 | 12.29 | 15.28 | 24.18 | 22.75 | 42.27 | 11.86 | 14.20 | 7.69 | 13.86 | 14.16 | 11.04 | 11.24 | 12.37 | 24.22 | 18.74 | 30.05 | 41.70 | 14.94 | 9.34 | 10.43 | 9.15 | 12.40 | 19.66 | 14.64 |
| Draw Down(%) | NA | 7.30 | 18.77 | 34.32 | 43.12 | NA | NA | … | … | 7.30 | 16.07 | 7.87 | 13.99 | 21.36 | 18.54 | 43.12 | 7.39 | 20.83 | 3.55 | 10.67 | 11.80 | 8.53 | 5.24 | 7.47 | 21.11 | 14.93 | 29.49 | 48.26 | 10.90 | 6.64 | 7.78 | 5.15 | 10.00 | 22.22 | 15.36 |
| Yield(%) | 0.00 | 20.06 | 13.58 | 5.90 | 5.74 | 7.46 | 6.40 | … | … | 0.00 | 19.74 | 12.63 | 6.03 | 0.19 | 0.00 | 0.06 | 5.40 | 6.12 | 2.22 | 7.04 | 5.53 | 8.57 | 5.30 | 1.67 | 0.18 | 0.39 | 1.44 | 2.97 | 8.12 | 5.48 | 2.87 | 2.36 | 0.76 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCMVX (JPMORGAN MID CAP VALUE FUND CLASS C) |
-14.85%
Feb 2006 – Feb 2009 |
-4.41%
Feb 2004 – Feb 2009 |
2.63%
Oct 2013 – Oct 2023 |
4.82%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCMVX (JPMORGAN MID CAP VALUE FUND CLASS C) |
27.04%
Feb 2009 – Feb 2012 |
24.88%
Feb 2009 – Feb 2014 |
15.30%
Feb 2009 – Feb 2019 |
10.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart