JMVSX
JPMorgan Mid Cap Value Fund Class I
Mutual fund
$33.42+0.09 (+0.27%)Close Oct 2, 2026
Oct 31, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $105,704
- CAGR
- +9.92%
- Max drawdown
- −54.89%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.51%
- 3M
- −4.02%
- 6M
- +4.73%
- YTD
- +7.53%
- 1Y
- +8.67%
- 3Y
- +13.65%
- 5Y
- +6.95%
- 10Y
- +8.46%
- 15Y
- +11.26%
- 20Y
- +8.48%
- Since 2001
- +9.92%
Metrics
Since 2001| Volatility | 19.44% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +31.66% |
| Worst year, 2008 | −33.12% |
| Positive years | 20 of 24 |
| Longest drawdown | 3.6 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.9% | Jul 2007 | Mar 2009 | Feb 2011 | 3.6 years |
| −43.1% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −25.9% | Dec 2021 | Sep 2022 | Jul 2024 | 2.6 years |
| −22.1% | May 2002 | Jul 2002 | May 2003 | 1 year |
| −21.0% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
Annual returns
2001 from Oct 31 · 2026 through Oct 2