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JPMorgan Mid Cap Value Fund (FLMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.03-0.16 (-0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.48%
5-year average return7.93%
Number of years up22
Number of years down4
Best 1-yr total return (29 Apr 2024)31.99%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return31.99%
Worst 3-yr total return3.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFLMVXCategory
YTD9.35%21.28%
1-month5.02%-1.96%
3-month9.35%4.90%
1-year21.77%55.83%
3-year7.97%11.08%
5-year10.02%11.93%
10-year8.78%10.64%
Last bull market47.18%25.54%
Last bear market-12.38%-22.08%

Annual total return (%) history

Year
FLMVXCategory
2024
N/AN/A
2023
11.29%N/A
2022
-8.14%N/A
2021
30.08%N/A
2020
0.41%2.63%
2019
26.63%25.18%
2018
-11.65%-12.86%
2017
13.67%13.22%
2016
14.62%18.06%
2015
-2.35%-5.41%
2014
15.14%9.31%
2013
31.99%35.14%
2012
20.48%16.60%
2011
2.42%-3.96%
2010
23.34%21.92%
2009
26.75%35.41%
2008
-32.90%-36.77%
2007
2.83%0.83%
2006
17.33%15.87%
2005
9.41%8.82%
2004
20.99%17.85%
2003
30.62%33.85%
2002
3.23%-13.25%
2001
9.91%6.67%
2000
35.28%18.45%
1999
13.87%8.50%
1998
19.77%1.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.35%N/AN/AN/A
2023-0.06%4.03%-4.60%12.21%
2022-1.01%-12.38%-3.96%10.28%
202115.54%5.39%-1.27%8.20%
2020-31.81%18.15%4.38%19.41%
201914.68%3.09%1.10%5.94%
2018-1.71%1.57%3.83%-14.76%
20173.96%2.27%2.14%4.67%
20163.92%2.52%2.96%4.50%
20153.69%-1.97%-7.28%3.62%
20143.19%4.83%-1.68%8.27%
201312.61%2.35%5.39%8.66%
201211.12%-0.57%6.06%2.81%
20116.22%1.04%-16.04%13.65%
20108.20%-7.77%10.35%12.00%
2009-13.18%16.86%18.15%5.75%
2008-8.32%-0.80%-5.87%-21.62%
20073.44%4.22%-1.21%-3.45%
20066.45%0.00%3.64%6.35%
20051.66%3.48%2.87%1.10%
20045.59%2.02%2.13%9.96%
2003-1.17%13.73%4.47%11.24%
20027.21%-2.37%-8.84%8.19%
2001-0.88%9.47%-8.99%11.30%
20005.80%3.48%9.75%12.60%
1999-1.77%17.94%-4.57%3.00%
199813.77%0.34%-11.06%17.96%

Rank in category (by total return)

YTD24
1-month66
3-month24
1-year43
3-year54
5-year56

Load adjusted returns

1-year21.77%
3-year7.97%
5-year10.02%
10-year8.78%