Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMVQX (JPMORGAN MID CAP VALUE FUND CLASS R4) | 7.13% | 14.42% | 13.25% | 6.45% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMVQX (JPMORGAN MID CAP VALUE FUND CLASS R4) | 09/12/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 14.42 | 13.25 | 6.45 | NA | NA | NA | … | … | 7.13 | -12.74 | 14.06 | 11.20 | -8.24 | 29.61 | 0.12 | 26.42 | -11.84 | 13.37 | 4.86 |
| Sharpe Ratio | NA | 0.98 | 0.71 | 0.21 | NA | NA | NA | … | … | 1.20 | -0.65 | 0.85 | 0.50 | -0.44 | 1.14 | 0.00 | 2.11 | -0.93 | 1.67 | 1.57 |
| Standard Deviation(%) | NA | 12.05 | 14.10 | 18.77 | NA | NA | NA | … | … | 12.39 | 24.35 | 12.27 | 15.28 | 21.90 | 26.03 | 41.59 | 11.83 | 14.21 | 7.67 | 10.50 |
| Draw Down(%) | NA | 7.20 | 18.55 | 25.92 | NA | NA | NA | … | … | 7.20 | 17.91 | 7.84 | 13.53 | 18.81 | 15.49 | 43.09 | 7.34 | 20.68 | 3.52 | 4.72 |
| Yield(%) | 0.00 | 19.17 | 13.48 | 10.39 | 9.39 | 6.26 | 4.69 | … | … | 0.00 | 18.92 | 12.58 | 6.48 | 9.74 | 17.03 | 7.20 | 6.12 | 6.70 | 2.93 | 6.96 |
Data as of 06/05/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVQX (JPMORGAN MID CAP VALUE FUND CLASS R4) |
-6.07%
Mar 2017 – Mar 2020 |
4.71%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVQX (JPMORGAN MID CAP VALUE FUND CLASS R4) |
20.40%
Mar 2020 – Mar 2023 |
16.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart