Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMCCX (JPMORGAN MID CAP EQUITY FUND CLASS C) | 7.26% | 13.30% | 12.61% | 5.29% | 10.25% | 10.56% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMCCX (JPMORGAN MID CAP EQUITY FUND CLASS C) | 11/04/2009 | 06/04/2026 |
| 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 (%) | 1.16 | 13.30 | 12.61 | 5.29 | 10.25 | 10.56 | NA | … | … | 7.26 | 0.54 | 8.44 | 15.30 | -18.68 | 9.93 | 8.28 | 31.69 | -8.86 | 20.33 | 6.43 | -0.80 | 11.86 | 35.58 | 17.07 | -2.62 | 23.21 | 8.85 |
| Sharpe Ratio | NA | 0.83 | 0.64 | 0.14 | 0.44 | NA | NA | … | … | 0.95 | -0.12 | 0.14 | 0.75 | -0.82 | 0.54 | 0.21 | 2.30 | -0.62 | 2.42 | 0.41 | -0.06 | 0.91 | 2.93 | 1.21 | -0.10 | 1.16 | 4.86 |
| Standard Deviation(%) | NA | 12.39 | 14.91 | 17.34 | 19.75 | NA | NA | … | … | 13.67 | 18.84 | 13.53 | 14.95 | 24.46 | 18.42 | 38.92 | 13.17 | 16.48 | 8.19 | 15.31 | 14.84 | 13.04 | 12.12 | 14.15 | 26.55 | 19.96 | 15.01 |
| Draw Down(%) | NA | 8.30 | 20.83 | 25.60 | 38.37 | NA | NA | … | … | 8.30 | 19.07 | 11.07 | 12.96 | 23.49 | 14.79 | 38.37 | 6.51 | 22.07 | 3.23 | 15.00 | 12.90 | 9.51 | 6.16 | 10.40 | 24.41 | 16.14 | 2.57 |
| Yield(%) | 0.00 | 6.33 | 4.38 | 4.14 | 7.41 | 8.68 | 9.08 | … | … | 0.00 | 6.32 | 4.93 | 0.00 | 2.09 | 9.11 | 13.09 | 10.20 | 10.54 | 6.66 | 3.37 | 4.83 | 5.02 | 10.06 | 0.93 | 0.07 | 0.16 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JMCCX (JPMORGAN MID CAP EQUITY FUND CLASS C) |
1.21%
Mar 2017 – Mar 2020 |
2.07%
Mar 2015 – Mar 2020 |
7.94%
Oct 2013 – Oct 2023 |
9.83%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMCCX (JPMORGAN MID CAP EQUITY FUND CLASS C) |
24.04%
Dec 2018 – Dec 2021 |
18.25%
Jun 2010 – Jun 2015 |
15.34%
Sep 2011 – Sep 2021 |
12.07%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart