JMGQX
JPMorgan Mid Cap Growth Fund Class R4
Mutual fund
$50.70+0.47 (+0.94%)Close Oct 2, 2026
Sep 9, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $32,724
- CAGR
- +12.50%
- Max drawdown
- −37.18%
- Sharpe ratio
- 0.65
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.28%
- 3M
- −4.34%
- 6M
- +7.92%
- YTD
- +2.99%
- 1Y
- −0.49%
- 3Y
- +13.23%
- 5Y
- +3.27%
- 10Y
- +12.30%
- Since 2016
- +12.50%
Metrics
Since 2016| Volatility | 21.94% |
|---|---|
| Sortino ratio | 0.91 |
| Calmar ratio | 0.34 |
| Best year, 2020 | +48.24% |
| Worst year, 2022 | −27.14% |
| Positive years | 7 of 9 |
| Longest drawdown | 3 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.2% | Nov 2021 | Jun 2022 | Nov 2024 | 3 years |
| −34.2% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −25.8% | Dec 2024 | Apr 2025 | Jul 2025 | 7 months |
| −23.8% | Sep 2018 | Dec 2018 | Mar 2019 | 7 months |
| −14.2% | Oct 2025 | Mar 2026 | May 2026 | 7 months |
Annual returns
2016 from Sep 9 · 2026 through Oct 2