Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JAMCX (JPMORGAN MID CAP VALUE FUND CLASS A) | 2.16% | 8.15% | 10.70% | 13.32% | 7.51% | 10.86% | 8.24% | 9.23% |
Data as of 07/18/2025, AR inception is 05/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAMCX (JPMORGAN MID CAP VALUE FUND CLASS A) | 05/04/2001 | 07/18/2025 |
| 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 (%) | 0.06 | 8.15 | 10.70 | 13.32 | 7.51 | 10.86 | 8.24 | 9.23 | 2.16 | 13.79 | 10.96 | -8.46 | 29.30 | -0.12 | 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 | 0.29 | 0.45 | 0.55 | 0.29 | NA | NA | 0.40 | 0.05 | 0.83 | 0.48 | -0.45 | 1.11 | -0.01 | 2.08 | -0.95 | 1.65 | 0.99 | -0.21 | 1.31 | 2.79 | 1.62 | 0.08 | 1.21 | 0.87 | -0.82 | -0.06 | 1.43 | 0.63 | 2.16 | 2.37 | 0.08 | -0.25 |
| Standard Deviation(%) | NA | 17.09 | 16.48 | 19.87 | 20.56 | NA | NA | 19.79 | 19.78 | 12.28 | 15.27 | 21.88 | 26.47 | 41.59 | 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 | 18.62 | 18.62 | 26.17 | 43.11 | NA | NA | 54.99 | 15.97 | 7.83 | 13.65 | 18.95 | 15.60 | 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 | 11.63 | 9.75 | 12.04 | 7.70 | 11.83 | 8.38 | 11.75 | 0.00 | 12.47 | 6.22 | 9.57 | 17.11 | 6.98 | 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 |
Data as of 07/18/2025, AR inception is 05/04/2001
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 |
6.50%
Oct 2013 - Oct 2023 |
5.71%
Mar 2005 - Mar 2020 |
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 |
13.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart