FLMVX
JPMorgan Mid Cap Value Fund Class L
Mutual fund
$34.35+0.10 (+0.29%)Close Oct 2, 2026
Nov 13, 1997 – Oct 2, 2026, Dividends reinvested
- Final balance
- $160,899
- CAGR
- +10.10%
- Max drawdown
- −54.72%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.50%
- 3M
- −4.00%
- 6M
- +4.79%
- YTD
- +7.65%
- 1Y
- +8.83%
- 3Y
- +13.81%
- 5Y
- +7.10%
- 10Y
- +8.65%
- 15Y
- +11.48%
- 20Y
- +8.72%
- 25Y
- +10.29%
- Since 1997
- +10.10%
Metrics
Since 1997| Volatility | 19.33% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +31.99% |
| Worst year, 2008 | −32.96% |
| Positive years | 23 of 28 |
| Longest drawdown | 3.6 years |
Worst drawdowns
Since 1997| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.7% | Jul 2007 | Mar 2009 | Feb 2011 | 3.6 years |
| −43.1% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −32.3% | Jul 1999 | Feb 2000 | May 2001 | 1.8 years |
| −25.6% | Dec 2021 | Sep 2022 | Jul 2024 | 2.6 years |
| −22.0% | May 2002 | Jul 2002 | May 2003 | 1 year |
Annual returns
1997 from Nov 13 · 2026 through Oct 2