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JPMorgan Mid Cap Equity R2 (JMCEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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57.90+0.08 (+0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.92%
5-year average return9.84%
Number of years up6
Number of years down3
Best 1-yr total return (25 Jun 2024)32.22%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return32.22%
Worst 3-yr total return4.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMCEXCategory
YTD5.19%17.04%
1-month1.76%-0.01%
3-month0.05%5.47%
1-year21.01%50.44%
3-year2.25%13.15%
5-year11.11%13.75%
10-year9.45%11.35%
Last bull market28.05%25.95%
Last bear market-15.55%-22.55%

Annual total return (%) history

Year
JMCEXCategory
2024
N/AN/A
2023
15.58%N/A
2022
-16.46%N/A
2021
19.46%N/A
2020
22.04%12.39%
2019
32.22%26.21%
2018
-8.73%-11.15%
2017
20.63%15.93%
2016
6.72%14.14%
2015
-0.47%-4.75%
2014
N/A7.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.36%N/AN/AN/A
20233.09%5.07%-4.98%12.30%
2022-5.53%-15.55%-3.37%8.37%
20217.95%6.10%-1.50%5.90%
2020-23.86%24.94%7.14%19.75%
201917.90%4.63%-0.68%7.92%
20180.76%1.90%5.68%-15.88%
20176.05%4.19%3.94%5.03%
2016-0.09%1.50%3.57%1.62%
20154.76%0.77%-8.81%3.39%
20144.42%-2.23%6.28%N/A

Rank in category (by total return)

YTD70
1-month88
3-month82
1-year73
3-year74
5-year51

Load adjusted returns

1-year21.01%
3-year2.25%
5-year11.11%
10-year9.45%