Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JAMCX (JPMORGAN MID CAP VALUE FUND CLASS A) | -4.68% | -6.94% | -4.29% | 3.12% | 1.94% | 6.30% | 5.89% | 7.17% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAMCX (JPMORGAN MID CAP VALUE FUND CLASS A) | 05/04/2001 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 05/04/2001.
AR inception is since 05/04/2001.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 4.58 | -6.94 | -4.29 | 3.12 | 1.94 | 6.30 | 5.89 | 7.17 | -4.68 | 2.46 | 5.57 | -17.13 | 12.55 | -6.37 | 26.05 | -12.09 | 13.25 | 13.98 | -2.89 | 14.49 | 31.34 | 19.86 | 1.91 | 22.82 | 26.05 | -33.18 | 2.26 | 16.73 | 8.87 | 20.55 | 30.06 | 2.69 | -1.12 |
| Sharpe Ratio | NA | -0.65 | -0.46 | 0.07 | 0.01 | NA | NA | 0.28 | -0.77 | -0.25 | 0.09 | -0.78 | 0.56 | -0.16 | 2.08 | -0.95 | 1.65 | 1.00 | -0.21 | 1.31 | 2.79 | 1.62 | 0.08 | 1.21 | 0.87 | -0.81 | -0.05 | 1.45 | 0.64 | 2.16 | 2.37 | 0.08 | -0.24 |
| Standard Deviation(%) | NA | 20.00 | 19.44 | 21.53 | 20.70 | NA | NA | 19.92 | 23.57 | 16.33 | 15.41 | 23.92 | 22.57 | 42.19 | 11.83 | 14.21 | 7.69 | 13.84 | 14.14 | 11.07 | 11.23 | 12.36 | 24.24 | 18.71 | 30.00 | 41.75 | 14.92 | 9.33 | 10.44 | 9.07 | 12.38 | 19.67 | 15.03 |
| Draw Down(%) | NA | 26.72 | 26.72 | 32.79 | 43.11 | NA | NA | 54.99 | 15.97 | 17.01 | 13.65 | 20.53 | 17.89 | 43.11 | 7.34 | 20.74 | 3.52 | 10.62 | 11.57 | 8.47 | 5.23 | 7.44 | 21.00 | 14.85 | 29.38 | 48.11 | 10.72 | 6.60 | 7.72 | 5.09 | 9.87 | 22.14 | 15.33 |
| Yield(%) | 0.00 | 0.68 | 0.74 | 0.88 | 2.96 | 5.17 | 5.06 | 6.87 | 0.00 | 0.71 | 1.04 | 0.69 | 0.45 | 0.76 | 5.83 | 6.39 | 2.65 | 7.24 | 5.74 | 8.76 | 5.70 | 2.16 | 0.68 | 0.94 | 1.76 | 3.17 | 8.46 | 5.98 | 3.36 | 2.08 | 1.06 | 0.28 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMCX (JPMORGAN MID CAP VALUE FUND CLASS A) |
-14.43%
Feb 2006 - Feb 2009 |
-3.99%
Feb 2004 - Feb 2009 |
2.18%
Mar 2015 - Mar 2025 |
5.47%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMCX (JPMORGAN MID CAP VALUE FUND CLASS A) |
27.69%
Feb 2009 - Feb 2012 |
25.52%
Feb 2009 - Feb 2014 |
15.89%
Feb 2009 - Feb 2019 |
11.40%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart