JMVRX
JPMorgan Mid Cap Value Fund Class R5
Mutual fund
$34.24+0.09 (+0.26%)Close Oct 2, 2026
Sep 9, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $23,235
- CAGR
- +8.74%
- Max drawdown
- −43.08%
- Sharpe ratio
- 0.52
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.49%
- 3M
- −3.98%
- 6M
- +4.81%
- YTD
- +7.64%
- 1Y
- +8.82%
- 3Y
- +13.81%
- 5Y
- +7.10%
- 10Y
- +8.60%
- Since 2016
- +8.74%
Metrics
Since 2016| Volatility | 19.91% |
|---|---|
| Sortino ratio | 0.73 |
| Calmar ratio | 0.20 |
| Best year, 2021 | +29.78% |
| Worst year, 2018 | −11.74% |
| Positive years | 7 of 9 |
| Longest drawdown | 2.6 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.1% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −25.6% | Dec 2021 | Sep 2022 | Jul 2024 | 2.6 years |
| −20.7% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −18.5% | Nov 2024 | Apr 2025 | Jan 2026 | 1.1 years |
| −9.3% | Aug 2026 | Sep 2026 | Not yet | 2 months so far |
Annual returns
2016 from Sep 9 · 2026 through Oct 2