Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMCEX (JPMORGAN MID CAP EQUITY FUND CLASS R2) | 7.39% | 13.58% | 12.89% | 5.55% | 10.53% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMCEX (JPMORGAN MID CAP EQUITY FUND CLASS R2) | 03/19/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 13.58 | 12.89 | 5.55 | 10.53 | NA | NA | … | … | 7.39 | 0.92 | 13.42 | 15.58 | -16.44 | 19.37 | 22.03 | 32.03 | -8.64 | 20.63 | 6.69 | -0.56 | 7.53 |
| Sharpe Ratio | NA | 0.85 | 0.66 | 0.16 | 0.45 | NA | NA | … | … | 0.97 | -0.10 | 0.77 | 0.81 | -0.74 | 1.21 | 0.54 | 2.32 | -0.61 | 2.45 | 0.42 | -0.04 | 0.75 |
| Standard Deviation(%) | NA | 12.40 | 14.91 | 17.33 | 19.69 | NA | NA | … | … | 13.69 | 18.74 | 12.72 | 14.93 | 24.38 | 16.05 | 40.36 | 13.19 | 16.47 | 8.18 | 15.30 | 14.83 | 12.79 |
| Draw Down(%) | NA | 8.27 | 20.76 | 25.42 | 38.37 | NA | NA | … | … | 8.27 | 19.03 | 7.21 | 12.91 | 23.33 | 8.34 | 38.37 | 6.49 | 21.99 | 3.20 | 14.97 | 12.84 | 9.47 |
| Yield(%) | 0.00 | 6.18 | 4.36 | 4.08 | 7.37 | 5.58 | 4.18 | … | … | 0.00 | 6.17 | 4.83 | 0.21 | 2.08 | 8.73 | 12.63 | 10.15 | 10.33 | 6.50 | 3.31 | 4.75 | 4.80 |
Data as of 06/04/2026, Common starting date is 03/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMCEX (JPMORGAN MID CAP EQUITY FUND CLASS R2) |
1.47%
Mar 2017 – Mar 2020 |
2.33%
Mar 2015 – Mar 2020 |
8.42%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMCEX (JPMORGAN MID CAP EQUITY FUND CLASS R2) |
24.36%
Dec 2018 – Dec 2021 |
17.38%
Oct 2016 – Oct 2021 |
11.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart