JCMVX
JPMorgan Mid Cap Value Fund Class C
Mutual fund
$29.85+0.08 (+0.27%)Close Oct 2, 2026
Apr 27, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $82,800
- CAGR
- +8.67%
- Max drawdown
- −55.46%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.57%
- 3M
- −4.20%
- 6M
- +4.33%
- YTD
- +6.91%
- 1Y
- +7.86%
- 3Y
- +12.81%
- 5Y
- +6.16%
- 10Y
- +7.65%
- 15Y
- +10.42%
- 20Y
- +7.67%
- 25Y
- +9.08%
- Since 2001
- +8.67%
Metrics
Since 2001| Volatility | 19.40% |
|---|---|
| Sortino ratio | 0.74 |
| Calmar ratio | 0.16 |
| Best year, 2013 | +30.65% |
| Worst year, 2008 | −33.62% |
| Positive years | 19 of 24 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −55.5% | Jul 2007 | Mar 2009 | Apr 2011 | 3.7 years |
| −43.1% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −27.0% | Dec 2021 | Sep 2022 | Sep 2024 | 2.8 years |
| −22.2% | May 2002 | Jul 2002 | May 2003 | 1 year |
| −21.1% | Jul 2011 | Oct 2011 | Mar 2012 | 8 months |
Annual returns
2001 from Apr 27 · 2026 through Oct 2