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Nasdaq - Delayed Quote USD

JPMorgan Mid Cap Value Fund (JAMCX)

34.89
+0.29
+(0.84%)
At close: 8:03:53 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.10%
5y Average Return 16.52%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Mar 31, 2025) 31.34%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 31.34%
Worst 3Y Total Return 3.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JAMCX
Category
YTD
1.59%
21.28%
1-Month
-1.46%
-1.96%
3-Month
-5.28%
4.90%
1-Year
11.16%
55.83%
3-Year
6.18%
11.08%
5-Year
11.50%
11.93%
10-Year
7.46%
10.64%
Last Bull Market
18.14%
25.54%
Last Bear Market
-12.47%
-22.08%

Annual Total Return (%) History

Year
JAMCX
Category
2024
13.82%
--
2023
10.86%
--
2022
-8.49%
--
2021
29.49%
--
2020
-0.07%
2.63%
2019
26.00%
25.18%
2018
-12.09%
-12.86%
2017
13.13%
13.22%

2016
14.06%
18.06%
2015
-2.82%
-5.41%
2014
14.60%
9.31%
2013
31.34%
35.14%
2012
19.86%
16.60%
2011
1.91%
-3.96%
2010
22.82%
21.92%
2009
26.05%
35.41%
2008
-33.24%
-36.77%
2007
2.36%
0.83%
2006
16.73%
15.87%
2005
8.88%
8.82%
2004
20.32%
17.85%
2003
30.07%
33.85%
2002
2.68%
-13.25%
2001
--
6.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.21% -5.10% 10.37% -0.50%
2023 -0.18% 3.93% -4.69% 12.11%
2022 -1.09% -12.47% -4.07% 10.18%
2021 15.41% 5.28% -1.40% 8.09%
2020 -31.90% 18.01% 4.27% 19.23%
2019 14.55% 2.95% 0.97% 5.82%
2018 -1.85% 1.45% 3.72% -14.88%
2017 3.84% 2.13% 2.01% 4.56%
2016 3.78% 2.40% 2.82% 4.38%
2015 3.56% -2.09% -7.38% 3.48%

2014 3.07% 4.69% -1.77% 8.11%
2013 12.49% 2.23% 5.27% 8.50%
2012 10.98% -0.69% 5.93% 2.67%
2011 6.10% 0.90% -16.11% 13.49%
2010 8.11% -7.85% 10.21% 11.86%
2009 -13.30% 16.74% 17.98% 5.56%
2008 -8.49% -0.90% -5.98% -21.70%
2007 3.34% 4.09% -1.34% -3.55%
2006 6.36% -0.12% 3.49% 6.18%
2005 1.54% 3.35% 2.75% 0.97%
2004 5.42% 1.88% 2.01% 9.81%
2003 -1.25% 13.53% 4.39% 11.13%
2002 7.09% -2.52% -8.95% 8.03%
2001 -9.13% 11.20% -- --

Rank in Category (By Total Return)

YTD 53
1-Month 45
3-Month 56
1-Year 41
3-Year 57
5-Year 66

Load Adjusted Returns

1-Year 5.33%
3-Year 4.29%
5-Year 10.30%
10-Year 6.88%

Performance & Risk

YTD Return -2.10%
5y Average Return 16.52%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family JPMorgan
Net Assets 13.17B
YTD Return 1.59%
Yield 0.62%
Morningstar Rating
Inception Date Sep 09, 2016

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Value Index at the time of purchase.

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