JMVPX
JPMorgan Mid Cap Value Fund Class R3
Mutual fund
$31.84+0.09 (+0.28%)Close Oct 2, 2026
Sep 9, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $22,370
- CAGR
- +8.33%
- Max drawdown
- −43.09%
- Sharpe ratio
- 0.50
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.52%
- 3M
- −4.10%
- 6M
- +4.56%
- YTD
- +7.31%
- 1Y
- +8.41%
- 3Y
- +13.36%
- 5Y
- +6.68%
- 10Y
- +8.20%
- Since 2016
- +8.33%
Metrics
Since 2016| Volatility | 19.99% |
|---|---|
| Sortino ratio | 0.70 |
| Calmar ratio | 0.19 |
| Best year, 2021 | +29.28% |
| Worst year, 2018 | −12.09% |
| Positive years | 6 of 9 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.1% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −26.3% | Dec 2021 | Sep 2022 | Aug 2024 | 2.7 years |
| −20.8% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −18.6% | Nov 2024 | Apr 2025 | Jan 2026 | 1.1 years |
| −9.4% | Aug 2026 | Sep 2026 | Not yet | 2 months so far |
Annual returns
2016 from Sep 9 · 2026 through Oct 2