JPMorgan Mid Cap Value A (JAMCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return4.33%
5-year average return7.77%
Number of years up17
Number of years down5
Best 1-yr total return (23 Apr 2024)31.34%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return31.34%
Worst 3-yr total return3.44%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnJAMCXCategory
YTD9.21%21.28%
1-month5.00%-1.96%
3-month9.21%4.90%
1-year21.30%55.83%
3-year7.53%11.08%
5-year9.54%11.93%
10-year8.27%10.64%
Last bull market46.60%25.54%
Last bear market-12.47%-22.08%
Annual total return (%) history
YearJAMCXCategory
2024N/AN/A
202310.86%N/A
2022-8.49%N/A
202129.49%N/A
2020-0.07%2.63%
201926.00%25.18%
2018-12.09%-12.86%
201713.13%13.22%
201614.06%18.06%
2015-2.82%-5.41%
201414.60%9.31%
201331.34%35.14%
201219.86%16.60%
20111.91%-3.96%
201022.82%21.92%
200926.05%35.41%
2008-33.24%-36.77%
20072.36%0.83%
200616.73%15.87%
20058.88%8.82%
200420.32%17.85%
200330.07%33.85%
20022.68%-13.25%
2001N/A6.67%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20249.21%N/AN/AN/A
2023-0.18%3.93%-4.69%12.11%
2022-1.09%-12.47%-4.07%10.18%
202115.41%5.28%-1.40%8.09%
2020-31.90%18.01%4.27%19.23%
201914.55%2.95%0.97%5.82%
2018-1.85%1.45%3.72%-14.88%
20173.84%2.13%2.01%4.56%
20163.78%2.40%2.82%4.38%
20153.56%-2.09%-7.38%3.48%
20143.07%4.69%-1.77%8.11%
201312.49%2.23%5.27%8.50%
201210.98%-0.69%5.93%2.67%
20116.10%0.90%-16.11%13.49%
20108.11%-7.85%10.21%11.86%
2009-13.30%16.74%17.98%5.56%
2008-8.49%-0.90%-5.98%-21.70%
20073.34%4.09%-1.34%-3.55%
20066.36%-0.12%3.49%6.18%
20051.54%3.35%2.75%0.97%
20045.42%1.88%2.01%9.81%
2003-1.25%13.53%4.39%11.13%
20027.09%-2.52%-8.95%8.03%
2001-9.13%11.20%N/AN/A
Rank in category (by total return)
YTD29
1-month68
3-month29
1-year47
3-year59
5-year66
Load adjusted returns
1-year14.93%
3-year5.61%
5-year8.36%
10-year7.69%
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