Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMVRX (JPMORGAN MID CAP VALUE FUND CLASS R5) | 8.14% | 15.34% | 13.74% | 6.73% | 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 |
|---|---|---|
| JMVRX (JPMORGAN MID CAP VALUE FUND CLASS R5) | 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 (%) | 1.21 | 15.34 | 13.74 | 6.73 | NA | NA | NA | … | … | 8.14 | -12.17 | 14.24 | 11.38 | -8.10 | 29.78 | 0.29 | 26.60 | -11.74 | 13.57 | 4.92 |
| Sharpe Ratio | NA | 0.92 | 0.74 | 0.21 | NA | NA | NA | … | … | 1.14 | -0.64 | 0.62 | 0.47 | -0.43 | 1.16 | 0.00 | 2.13 | -0.92 | 1.70 | 1.60 |
| Standard Deviation(%) | NA | 12.02 | 14.18 | 18.67 | NA | NA | NA | … | … | 12.53 | 23.89 | 12.28 | 15.27 | 21.89 | 25.70 | 41.60 | 11.85 | 14.20 | 7.66 | 10.46 |
| Draw Down(%) | NA | 7.18 | 18.50 | 25.62 | NA | NA | NA | … | … | 7.18 | 17.49 | 7.80 | 13.41 | 18.72 | 15.23 | 43.08 | 7.32 | 20.66 | 3.49 | 4.69 |
| Yield(%) | 0.00 | 18.70 | 13.29 | 10.29 | 9.40 | 6.27 | 4.70 | … | … | 0.00 | 18.50 | 12.43 | 6.41 | 9.64 | 17.11 | 7.15 | 6.19 | 6.67 | 2.93 | 6.94 |
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 |
|---|---|---|---|---|
| JMVRX (JPMORGAN MID CAP VALUE FUND CLASS R5) |
-5.94%
Mar 2017 – Mar 2020 |
4.87%
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 |
|---|---|---|---|---|
| JMVRX (JPMORGAN MID CAP VALUE FUND CLASS R5) |
20.59%
Mar 2020 – Mar 2023 |
16.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart