Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMVZX (JPMORGAN MID CAP VALUE FUND CLASS R2) | 7.83% | 14.64% | 13.03% | 0.82% | 4.86% | 7.31% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMVZX (JPMORGAN MID CAP VALUE FUND CLASS R2) | 11/14/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 14.64 | 13.03 | 0.82 | 4.86 | 7.31 | NA | … | … | 7.83 | 4.55 | 13.49 | 10.67 | -17.89 | 11.32 | -6.92 | 25.74 | -12.31 | 12.99 | 13.66 | -3.15 | 14.18 | 30.99 | 19.57 | 1.63 | 22.48 | 22.98 | 2.91 |
| Sharpe Ratio | NA | 0.86 | 0.69 | -0.11 | 0.16 | NA | NA | … | … | 1.08 | 0.10 | 0.80 | 0.46 | -0.80 | 0.50 | -0.17 | 2.05 | -0.97 | 1.61 | 0.97 | -0.22 | 1.28 | 2.76 | 1.59 | 0.07 | 1.20 | 0.76 | 0.39 |
| Standard Deviation(%) | NA | 12.03 | 14.19 | 18.49 | 20.27 | NA | NA | … | … | 12.54 | 16.63 | 12.28 | 15.26 | 24.19 | 22.82 | 42.28 | 11.82 | 14.22 | 7.71 | 13.86 | 14.16 | 11.03 | 11.22 | 12.36 | 24.26 | 18.70 | 30.12 | 67.10 |
| Draw Down(%) | NA | 7.25 | 18.72 | 34.12 | 43.12 | NA | NA | … | … | 7.25 | 16.04 | 7.87 | 13.83 | 21.25 | 18.57 | 43.12 | 7.38 | 20.77 | 3.53 | 10.63 | 11.70 | 8.49 | 5.22 | 7.43 | 21.07 | 14.88 | 29.46 | 15.27 |
| Yield(%) | 0.00 | 20.65 | 14.10 | 6.19 | 6.10 | 7.90 | 9.55 | … | … | 0.00 | 20.38 | 13.20 | 6.44 | 0.59 | 0.23 | 0.60 | 5.83 | 6.46 | 2.58 | 7.27 | 5.70 | 8.88 | 5.67 | 2.24 | 0.85 | 1.26 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVZX (JPMORGAN MID CAP VALUE FUND CLASS R2) |
-6.52%
Mar 2017 – Mar 2020 |
-2.12%
Sep 2018 – Sep 2023 |
2.86%
Oct 2013 – Oct 2023 |
6.79%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVZX (JPMORGAN MID CAP VALUE FUND CLASS R2) |
26.44%
Feb 2009 – Feb 2012 |
24.65%
Feb 2009 – Feb 2014 |
15.34%
Feb 2009 – Feb 2019 |
10.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart