Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMVYX (JPMORGAN MID CAP VALUE FUND CLASS R6) | 8.19% | 15.47% | 13.86% | 10.20% | 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 |
|---|---|---|
| JMVYX (JPMORGAN MID CAP VALUE FUND CLASS R6) | 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 | 15.47 | 13.86 | 10.20 | NA | NA | NA | … | … | 8.19 | -12.15 | 14.38 | 11.46 | -8.00 | 51.71 | 0.42 | 27.12 | -11.66 | 13.68 | 4.93 |
| Sharpe Ratio | NA | 0.93 | 0.75 | 0.34 | NA | NA | NA | … | … | 1.15 | -0.64 | 0.88 | 0.52 | -0.43 | 1.43 | 0.00 | 2.17 | -0.92 | 1.71 | 1.60 |
| Standard Deviation(%) | NA | 12.00 | 14.18 | 21.91 | NA | NA | NA | … | … | 12.51 | 23.89 | 12.29 | 15.27 | 21.90 | 36.23 | 41.58 | 11.84 | 14.21 | 7.67 | 10.48 |
| Draw Down(%) | NA | 7.17 | 18.47 | 25.53 | NA | NA | NA | … | … | 7.17 | 17.50 | 7.81 | 13.37 | 18.65 | 15.22 | 43.05 | 7.31 | 20.65 | 3.49 | 4.69 |
| Yield(%) | 0.00 | 18.75 | 13.37 | 12.92 | 11.11 | 7.41 | 5.55 | … | … | 0.00 | 18.57 | 12.52 | 6.50 | 9.73 | 33.42 | 7.24 | 6.66 | 6.76 | 2.98 | 6.95 |
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 |
|---|---|---|---|---|
| JMVYX (JPMORGAN MID CAP VALUE FUND CLASS R6) |
-5.75%
Mar 2017 – Mar 2020 |
8.35%
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 |
|---|---|---|---|---|
| JMVYX (JPMORGAN MID CAP VALUE FUND CLASS R6) |
27.12%
Mar 2020 – Mar 2023 |
20.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart