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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JMVSX (JPMORGAN MID CAP VALUE FUND SELECT CLASS) 2.89% 13.72% 11.16% 13.88% 7.92% 11.45% 8.58% 10.07%
Data as of 07/03/2025, AR inception is 11/07/2001
More Performance Analytics Comparison
Name Start Date End Date
JMVSX (JPMORGAN MID CAP VALUE FUND SELECT CLASS) 11/07/2001 07/03/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 2.69 13.72 11.16 13.88 7.92 11.45 8.58 10.07 2.89 14.10 11.22 -8.23 29.61 0.12 26.39 -11.86 13.53 14.29 -2.66 14.75 31.66 20.19 2.17 23.12 26.33 -33.03 2.50 17.05 9.16 20.60 30.34 2.91 1.36
Sharpe Ratio NA 0.61 0.46 0.61 0.31 NA NA 0.43 0.14 0.85 0.50 -0.44 1.14 0.00 2.11 -0.93 1.68 1.02 -0.19 1.33 2.82 1.64 0.09 1.23 0.88 -0.81 -0.04 1.46 0.66 2.14 2.39 0.09 0.49
Standard Deviation(%) NA 17.16 16.51 19.81 20.50 NA NA 19.88 20.29 12.29 15.29 21.90 25.91 41.62 11.83 14.22 7.69 13.83 14.16 11.12 11.23 12.36 24.23 18.71 29.95 41.82 14.91 9.35 10.42 9.15 12.37 19.66 17.50
Draw Down(%) NA 18.53 18.53 25.85 43.09 NA NA 54.83 15.93 7.84 13.50 18.81 15.41 43.09 7.31 20.68 3.51 10.59 11.46 8.46 5.22 7.38 20.98 14.78 29.35 48.05 10.72 6.55 7.66 5.06 9.84 22.07 5.37
Yield(%) 0.00 12.13 9.82 12.22 7.92 12.61 8.70 13.02 0.00 12.49 6.35 9.65 17.13 7.11 6.08 6.59 2.89 7.47 5.94 8.96 5.91 2.40 0.98 1.24 2.02 3.42 8.61 6.15 3.55 1.97 1.14 0.50 0.00
Data as of 07/03/2025, AR inception is 11/07/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMVSX (JPMORGAN MID CAP VALUE FUND SELECT CLASS) -14.22%
Feb 2006 - Feb 2009 		-3.80%
Feb 2004 - Feb 2009 		6.76%
Oct 2013 - Oct 2023 		5.97%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMVSX (JPMORGAN MID CAP VALUE FUND SELECT CLASS) 28.02%
Feb 2009 - Feb 2012 		25.83%
Feb 2009 - Feb 2014 		16.18%
Feb 2009 - Feb 2019 		13.69%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart