Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLMVX (JPMORGAN MID CAP VALUE FUND INSTITUTIONAL CLASS) | 7.21% | 14.59% | 13.42% | 6.61% | 8.93% | 10.34% | 8.92% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLMVX (JPMORGAN MID CAP VALUE FUND INSTITUTIONAL CLASS) | 12/30/1997 | 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 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 14.59 | 13.42 | 6.61 | 8.93 | 10.34 | 8.92 | … | … | 7.21 | -12.11 | 14.25 | 11.38 | -8.11 | 29.89 | 0.36 | 26.67 | -11.66 | 13.67 | 14.55 | -2.42 | 15.05 | 31.99 | 20.48 | 2.42 | 23.54 | 26.76 | -32.94 | 2.70 | 17.31 | 9.39 | 25.35 | 30.62 | 3.23 | 3.67 | 25.48 | -10.69 | 19.77 | -0.10 |
| Sharpe Ratio | NA | 0.92 | 0.74 | 0.21 | 0.36 | NA | NA | … | … | 1.14 | -0.64 | 0.87 | 0.51 | -0.44 | 1.16 | 0.00 | 2.13 | -0.92 | 1.70 | 1.04 | -0.17 | 1.35 | 2.84 | 1.67 | 0.10 | 1.25 | 0.89 | -0.81 | -0.03 | 1.50 | 0.68 | 2.44 | 2.42 | 0.11 | 0.08 | 1.25 | -0.50 | 1.08 | NA |
| Standard Deviation(%) | NA | 12.01 | 14.19 | 18.67 | 20.21 | NA | NA | … | … | 12.49 | 23.87 | 12.29 | 15.30 | 21.89 | 25.66 | 41.62 | 11.84 | 14.20 | 7.70 | 13.84 | 14.16 | 11.15 | 11.24 | 12.34 | 24.26 | 18.70 | 29.99 | 41.87 | 14.92 | 9.33 | 10.43 | 10.00 | 12.38 | 19.67 | 14.54 | 17.05 | 28.35 | 15.07 | 0.00 |
| Draw Down(%) | NA | 7.19 | 18.51 | 25.59 | 43.06 | NA | NA | … | … | 7.19 | 17.42 | 7.81 | 13.42 | 18.73 | 15.20 | 43.06 | 7.29 | 20.64 | 3.49 | 10.57 | 11.35 | 8.43 | 5.17 | 7.39 | 20.91 | 14.62 | 29.35 | 48.03 | 10.71 | 6.54 | 7.61 | 5.08 | 9.81 | 22.04 | 15.18 | 10.26 | 28.39 | 19.84 | 0.10 |
| Yield(%) | 0.00 | 18.68 | 13.25 | 10.31 | 9.67 | 11.71 | 9.79 | … | … | 0.00 | 18.44 | 12.40 | 6.39 | 9.64 | 17.14 | 7.22 | 6.27 | 6.75 | 2.98 | 7.63 | 6.12 | 9.19 | 6.16 | 2.61 | 1.19 | 1.64 | 2.21 | 3.59 | 8.85 | 6.39 | 3.74 | 5.88 | 1.28 | 0.54 | 0.00 | 0.00 | 2.19 | 0.92 | 0.29 |
Data as of 06/05/2026, Common starting date is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLMVX (JPMORGAN MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-14.07%
Feb 2006 – Feb 2009 |
-2.90%
Feb 2004 – Feb 2009 |
3.79%
Feb 1999 – Feb 2009 |
6.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLMVX (JPMORGAN MID CAP VALUE FUND INSTITUTIONAL CLASS) |
28.40%
Feb 2009 – Feb 2012 |
26.19%
Feb 2009 – Feb 2014 |
16.47%
Feb 2009 – Feb 2019 |
13.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart