JMGFX
JPMorgan Mid Cap Growth Fund Class R5
Mutual fund
$52.66+0.49 (+0.94%)Close Oct 2, 2026
Nov 1, 2011 – Oct 2, 2026, Dividends reinvested
- Final balance
- $55,934
- CAGR
- +12.23%
- Max drawdown
- −37.11%
- Sharpe ratio
- 0.67
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.29%
- 3M
- −4.31%
- 6M
- +8.00%
- YTD
- +3.11%
- 1Y
- −0.34%
- 3Y
- +13.41%
- 5Y
- +3.44%
- 10Y
- +12.51%
- Since 2011
- +12.23%
Metrics
Since 2011| Volatility | 20.50% |
|---|---|
| Sortino ratio | 0.93 |
| Calmar ratio | 0.33 |
| Best year, 2020 | +48.54% |
| Worst year, 2022 | −27.01% |
| Positive years | 12 of 14 |
| Longest drawdown | 3 years |
Worst drawdowns
Since 2011| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.1% | Nov 2021 | Jun 2022 | Nov 2024 | 3 years |
| −34.1% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −26.9% | Jul 2015 | Feb 2016 | Apr 2017 | 1.8 years |
| −25.8% | Dec 2024 | Apr 2025 | Jul 2025 | 7 months |
| −23.8% | Sep 2018 | Dec 2018 | Mar 2019 | 7 months |
Annual returns
2011 from Nov 1 · 2026 through Oct 2