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Nasdaq - Delayed Quote USD

JPMorgan Mid Cap Equity R5 (JMEEX)

58.22
-0.06
(-0.10%)
At close: 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.48%
5y Average Return 12.33%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 14, 2025) 33.09%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 33.09%
Worst 3Y Total Return 3.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JMEEX
Category
YTD
-4.43%
17.04%
1-Month
-5.28%
-0.01%
3-Month
-4.43%
5.47%
1-Year
-0.38%
50.44%
3-Year
4.10%
13.15%
5-Year
15.64%
13.75%
10-Year
9.16%
11.35%
Last Bull Market
17.99%
25.95%
Last Bear Market
-15.41%
-22.55%

Annual Total Return (%) History

Year
JMEEX
Category
2025
--
--
2024
14.19%
--
2023
16.34%
--
2022
-15.93%
--
2021
20.23%
--
2020
22.83%
12.39%
2019
33.09%
26.21%
2018
-8.13%
-11.15%

2017
21.46%
15.93%
2016
7.49%
14.14%
2015
0.24%
-4.75%
2014
--
7.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.43% -- -- --
2024 9.54% -4.57% 7.75% 1.38%
2023 3.27% 5.22% -4.82% 12.48%
2022 -5.39% -15.41% -3.22% 8.54%
2021 8.10% 6.27% -1.34% 6.08%
2020 -23.76% 25.16% 7.32% 19.95%
2019 18.09% 4.79% -0.53% 8.11%
2018 0.92% 2.07% 5.85% -15.74%
2017 6.23% 4.37% 4.13% 5.21%
2016 0.07% 1.69% 3.75% 1.81%

2015 4.96% 0.95% -8.66% 3.57%
2014 4.60% -2.06% 6.46% --

Rank in Category (By Total Return)

YTD 48
1-Month 52
3-Month 48
1-Year 43
3-Year 57
5-Year 62

Load Adjusted Returns

1-Year -0.38%
3-Year 4.10%
5-Year 15.64%
10-Year 9.16%

Performance & Risk

YTD Return -8.48%
5y Average Return 12.33%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family JPMorgan
Net Assets 5.11B
YTD Return -4.43%
Yield 0.59%
Morningstar Rating
Inception Date Nov 02, 2009

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® Index at the time of purchase.

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