JMGZX
JPMorgan Mid Cap Growth Fund Class R2
Mutual fund
$43.84+0.40 (+0.92%)Close Oct 2, 2026
Jun 19, 2009 – Oct 2, 2026, Dividends reinvested
- Final balance
- $83,107
- CAGR
- +13.03%
- Max drawdown
- −37.36%
- Sharpe ratio
- 0.68
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.21%
- 3M
- −4.47%
- 6M
- +7.64%
- YTD
- +2.60%
- 1Y
- −0.98%
- 3Y
- +12.67%
- 5Y
- +2.75%
- 10Y
- +11.77%
- 15Y
- +13.06%
- Since 2009
- +13.03%
Metrics
Since 2009| Volatility | 21.36% |
|---|---|
| Sortino ratio | 0.96 |
| Calmar ratio | 0.35 |
| Best year, 2020 | +47.50% |
| Worst year, 2022 | −27.50% |
| Positive years | 12 of 16 |
| Longest drawdown | 3 years |
Worst drawdowns
Since 2009| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.4% | Nov 2021 | Jun 2022 | Nov 2024 | 3 years |
| −34.2% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −27.9% | Jul 2011 | Oct 2011 | Jan 2013 | 1.5 years |
| −27.1% | Jul 2015 | Feb 2016 | May 2017 | 1.8 years |
| −26.0% | Dec 2024 | Apr 2025 | Jul 2025 | 8 months |
Annual returns
2009 from Jun 19 · 2026 through Oct 2