Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCMAX (JPMORGAN MID CAP EQUITY FUND CLASS A) | 6.62% | 12.74% | 12.86% | 3.71% | 8.48% | 9.43% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCMAX (JPMORGAN MID CAP EQUITY FUND CLASS A) | 11/04/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 12.74 | 12.86 | 3.71 | 8.48 | 9.43 | NA | … | … | 6.62 | 5.82 | 13.17 | 16.44 | -18.14 | 11.04 | 9.50 | 32.37 | -8.43 | 20.96 | 6.85 | -0.31 | 12.41 | 36.33 | 17.67 | -2.14 | 23.63 | 8.85 |
| Sharpe Ratio | NA | 0.88 | 0.68 | 0.05 | 0.35 | NA | NA | … | … | 0.99 | 0.16 | 0.75 | 0.86 | -0.80 | 0.61 | 0.24 | 2.34 | -0.60 | 2.48 | 0.43 | -0.02 | 0.95 | 2.99 | 1.26 | -0.08 | 1.18 | 4.89 |
| Standard Deviation(%) | NA | 12.37 | 14.90 | 17.75 | 19.55 | NA | NA | … | … | 13.68 | 18.03 | 12.70 | 14.93 | 24.43 | 18.17 | 38.72 | 13.19 | 16.45 | 8.21 | 15.30 | 14.85 | 13.04 | 12.14 | 14.15 | 26.54 | 20.03 | 14.91 |
| Draw Down(%) | NA | 8.26 | 20.67 | 30.65 | 38.33 | NA | NA | … | … | 8.26 | 18.99 | 7.18 | 12.83 | 23.19 | 14.32 | 38.33 | 6.48 | 21.94 | 3.18 | 14.94 | 12.78 | 9.46 | 6.12 | 10.33 | 24.30 | 16.06 | 2.57 |
| Yield(%) | 0.00 | 6.14 | 4.41 | 2.24 | 4.75 | 6.23 | 6.63 | … | … | 0.00 | 6.15 | 4.84 | 0.36 | 0.19 | 0.00 | 0.15 | 10.38 | 10.42 | 6.47 | 3.30 | 4.80 | 5.06 | 10.21 | 1.19 | 0.23 | 0.21 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCMAX (JPMORGAN MID CAP EQUITY FUND CLASS A) |
-2.53%
Nov 2020 – Nov 2023 |
2.56%
Mar 2015 – Mar 2020 |
6.23%
Oct 2013 – Oct 2023 |
8.85%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCMAX (JPMORGAN MID CAP EQUITY FUND CLASS A) |
24.04%
Sep 2011 – Sep 2014 |
18.84%
Jun 2010 – Jun 2015 |
14.64%
Sep 2011 – Sep 2021 |
11.06%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart