Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JMVZX (JPMORGAN MID CAP VALUE FUND CLASS R2) | 3.18% | -3.95% | -0.78% | 2.46% | 2.36% | 6.86% | NA | 8.34% |
Data as of 07/28/2025, AR inception is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMVZX (JPMORGAN MID CAP VALUE FUND CLASS R2) | 11/14/2008 | 07/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | -3.95 | -0.78 | 2.46 | 2.36 | 6.86 | NA | 8.34 | 3.18 | 1.31 | 4.91 | -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 | -0.23 | -0.18 | 0.02 | 0.05 | NA | NA | 0.34 | 0.19 | -0.31 | 0.04 | -0.80 | 0.50 | -0.17 | 2.06 | -0.96 | 1.61 | 0.97 | -0.22 | 1.28 | 2.76 | 1.59 | 0.07 | 1.20 | 0.76 | 0.39 |
| Standard Deviation(%) | NA | 20.72 | 18.80 | 20.48 | 20.87 | NA | NA | 20.79 | 19.66 | 16.90 | 15.47 | 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 | 27.44 | 27.44 | 34.68 | 43.12 | NA | NA | 43.12 | 16.04 | 17.76 | 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 | 0.51 | 0.65 | 0.64 | 2.92 | 5.38 | 5.37 | 6.71 | 0.00 | 0.56 | 0.90 | 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 07/28/2025, AR inception 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) |
-6.74%
Apr 2021 - Apr 2024 |
-2.12%
Sep 2018 - Sep 2023 |
1.57%
Apr 2015 - Apr 2025 |
5.84%
Apr 2010 - Apr 2025 |
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 |
10.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart