UK markets open in 7 hours 31 minutes

JPMorgan Mid Cap Investment Trust Plc (JMF.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
1,045.530.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.83%
5-year average return2.13%
Number of years up36
Number of years down14
Best 1-yr total return (27 Feb 2024)51.12%
Worst 1-yr total return (27 Feb 2024)N/A
Best 3-yr total return51.12%
Worst 3-yr total return-8.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMF.LCategory
YTD-0.97%0.00%
1-month-0.97%0.00%
3-month18.00%0.00%
1-year4.93%0.00%
3-year-0.78%0.00%
5-year2.27%0.00%
10-year5.25%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
JMF.LCategory
2023
14.22%N/A
2022
-32.70%N/A
2021
24.41%N/A
2020
-8.14%N/A
2019
38.76%N/A
2018
-18.91%N/A
2017
30.25%N/A
2016
-3.58%N/A
2015
24.16%N/A
2014
8.67%N/A
2013
51.12%N/A
2012
29.15%N/A
2011
-11.42%N/A
2010
26.13%N/A
2009
40.99%N/A
2008
-49.20%N/A
2007
-14.50%N/A
2006
37.14%N/A
2005
35.60%N/A
2004
25.85%N/A
2003
41.33%N/A
2002
-30.58%N/A
2001
-12.88%N/A
2000
5.70%N/A
1999
43.10%N/A
1998
-0.30%N/A
1997
16.26%N/A
1996
7.55%N/A
1995
22.35%N/A
1994
-2.00%N/A
1993
38.94%N/A
1992
10.26%N/A
1991
2.16%N/A
1990
-7.24%N/A
1989
28.08%N/A
1988
13.50%N/A
1987
18.36%N/A
1986
21.29%N/A
1985
8.37%N/A
1984
30.00%N/A
1983
39.39%N/A
1982
20.22%N/A
1981
1.09%N/A
1980
20.47%N/A
1979
5.67%N/A
1978
10.88%N/A
1977
41.68%N/A
1976
-1.95%N/A
1975
72.59%N/A
1974
-43.78%N/A
1973
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20236.08%-2.63%-0.56%11.20%
2022-18.74%-20.06%-10.18%15.34%
20217.34%10.02%3.62%1.66%
2020-39.43%18.77%7.20%19.10%
201910.92%5.03%2.98%15.65%
2018-5.96%8.14%-5.36%-15.75%
20178.51%4.72%6.19%7.94%
2016-6.40%-10.58%11.56%3.26%
20155.12%7.42%-0.86%10.91%
20147.55%-8.38%-0.33%10.65%
201320.20%4.47%6.11%13.42%
201215.58%-8.67%11.75%9.49%
20110.22%1.31%-14.55%2.11%
201010.34%-9.36%15.18%9.48%
20091.05%13.26%21.99%0.99%
2008-6.02%-7.75%-18.65%-27.96%
20073.45%-3.08%-9.11%-6.18%
200613.96%-4.18%7.10%17.27%
20053.40%1.40%10.48%17.06%
200410.93%-2.33%1.23%14.74%
2003-11.70%27.86%13.35%10.44%
20024.09%-12.50%-25.23%1.94%
2001-9.11%3.43%-21.67%18.31%
20003.96%3.71%6.85%-8.25%
199914.97%2.27%-0.03%21.73%
199819.11%0.53%-19.98%4.05%
19973.50%-2.14%11.36%3.08%
19965.26%0.02%-2.04%4.28%
1995-2.29%9.23%12.94%1.51%
19940.95%-10.53%3.70%4.64%
199310.06%8.08%6.20%9.98%
1992-1.96%5.11%-6.23%14.10%
199111.53%-6.54%8.45%-9.63%
1990-5.44%5.54%-13.79%7.81%
198920.70%2.44%3.65%-0.06%
19887.36%10.83%-1.48%-3.18%
198724.14%24.84%11.27%-31.36%
198618.81%3.83%-11.32%10.88%
19853.08%-4.01%2.67%6.68%
19847.47%-3.35%8.26%15.61%
19839.67%11.52%3.64%9.97%
19824.19%-0.39%10.68%4.66%
19813.77%4.34%-7.82%1.29%
19803.13%9.80%6.69%-0.27%
197917.39%-5.39%3.76%-8.30%
1978-3.86%5.82%9.74%-0.69%
197714.75%13.24%14.51%-4.77%
19768.60%-5.59%-4.53%0.16%
197528.42%21.28%2.22%8.41%
1974-8.86%-12.75%-22.54%-8.73%
1973-3.98%-8.61%-15.64%N/A

Rank in category (by total return)

YTD45
1-month45
3-month1
1-year4
3-year60
5-year68

Load adjusted returns

1-year4.93%
3-year-0.78%
5-year2.27%
10-year5.25%