Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMVPX (JPMORGAN MID CAP VALUE FUND CLASS R3) | 7.99% | 14.92% | 13.31% | 6.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMVPX (JPMORGAN MID CAP VALUE FUND CLASS R3) | 09/12/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 14.92 | 13.31 | 6.31 | NA | NA | NA | … | … | 7.99 | -13.30 | 13.79 | 10.94 | -8.46 | 29.28 | -0.11 | 26.37 | -12.09 | 13.14 | 4.76 |
| Sharpe Ratio | NA | 0.88 | 0.71 | 0.19 | NA | NA | NA | … | … | 1.11 | -0.66 | 0.83 | 0.48 | -0.45 | 1.11 | -0.01 | 2.11 | -0.95 | 1.64 | 1.54 |
| Standard Deviation(%) | NA | 12.00 | 14.20 | 18.86 | NA | NA | NA | … | … | 12.52 | 24.80 | 12.30 | 15.25 | 21.90 | 26.35 | 41.61 | 11.82 | 14.20 | 7.65 | 10.50 |
| Draw Down(%) | NA | 7.24 | 18.62 | 26.29 | NA | NA | NA | … | … | 7.24 | 18.25 | 7.84 | 13.69 | 18.96 | 15.73 | 43.09 | 7.35 | 20.75 | 3.54 | 4.75 |
| Yield(%) | 0.00 | 19.48 | 13.55 | 10.37 | 9.31 | 6.21 | 4.66 | … | … | 0.00 | 19.24 | 12.66 | 6.32 | 9.71 | 17.27 | 7.06 | 6.19 | 6.52 | 2.86 | 6.97 |
Data as of 06/04/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVPX (JPMORGAN MID CAP VALUE FUND CLASS R3) |
-6.24%
Mar 2017 – Mar 2020 |
4.49%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVPX (JPMORGAN MID CAP VALUE FUND CLASS R3) |
20.10%
Mar 2020 – Mar 2023 |
16.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart