JMVYX
JPMorgan Mid Cap Value Fund Class R6
Mutual fund
$34.33+0.09 (+0.26%)Close Oct 2, 2026
Sep 9, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $27,482
- CAGR
- +10.57%
- Max drawdown
- −43.08%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.51%
- 3M
- −3.97%
- 6M
- +4.82%
- YTD
- +7.69%
- 1Y
- +8.92%
- 3Y
- +13.91%
- 5Y
- +10.58%
- 10Y
- +10.44%
- Since 2016
- +10.57%
Metrics
Since 2016| Volatility | 22.08% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.25 |
| Best year, 2021 | +51.71% |
| Worst year, 2018 | −11.66% |
| Positive years | 7 of 9 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.1% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −25.5% | Dec 2021 | Sep 2022 | Mar 2024 | 2.3 years |
| −20.6% | 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