JMVZX
JPMorgan Mid Cap Value Fund Class R2
Mutual fund
$29.28+0.08 (+0.27%)Close Oct 2, 2026
Nov 3, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $59,567
- CAGR
- +10.48%
- Max drawdown
- −43.12%
- Sharpe ratio
- 0.59
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.55%
- 3M
- −4.16%
- 6M
- +4.46%
- YTD
- +7.10%
- 1Y
- +8.17%
- 3Y
- +13.09%
- 5Y
- +6.42%
- 10Y
- +7.91%
- 15Y
- +10.69%
- Since 2008
- +10.48%
Metrics
Since 2008| Volatility | 20.26% |
|---|---|
| Sortino ratio | 0.84 |
| Calmar ratio | 0.24 |
| Best year, 2013 | +30.98% |
| Worst year, 2018 | −12.31% |
| Positive years | 13 of 17 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.1% | Feb 2020 | Mar 2020 | Jan 2021 | 11 months |
| −33.5% | Nov 2008 | Mar 2009 | Aug 2009 | 9 months |
| −26.9% | Dec 2021 | Sep 2022 | Aug 2024 | 2.7 years |
| −21.1% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
| −20.8% | Sep 2018 | Dec 2018 | Jul 2019 | 10 months |
Annual returns
2008 from Nov 3 · 2026 through Oct 2