JAMCX
JPMorgan Mid Cap Value Fund Class A
Mutual fund
$32.50+0.09 (+0.28%)Close Oct 2, 2026
Apr 27, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $94,058
- CAGR
- +9.21%
- Max drawdown
- −55.06%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.52%
- 3M
- −4.07%
- 6M
- +4.60%
- YTD
- +7.33%
- 1Y
- +8.41%
- 3Y
- +13.37%
- 5Y
- +6.69%
- 10Y
- +8.19%
- 15Y
- +10.98%
- 20Y
- +8.21%
- 25Y
- +9.63%
- Since 2001
- +9.21%
Metrics
Since 2001| Volatility | 19.36% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.17 |
| Best year, 2013 | +31.33% |
| Worst year, 2008 | −33.28% |
| Positive years | 19 of 24 |
| Longest drawdown | 3.6 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −55.1% | Jul 2007 | Mar 2009 | Feb 2011 | 3.6 years |
| −43.1% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −26.2% | Dec 2021 | Sep 2022 | Aug 2024 | 2.7 years |
| −22.1% | May 2002 | Jul 2002 | May 2003 | 1 year |
| −21.0% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
Annual returns
2001 from Apr 27 · 2026 through Oct 2