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JPMorgan Mid Cap Equity C (JMCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.96+0.07 (+0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.92%
5-year average return9.39%
Number of years up10
Number of years down4
Best 1-yr total return (26 Jun 2024)35.58%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return35.58%
Worst 3-yr total return4.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMCCXCategory
YTD5.07%17.04%
1-month1.74%-0.01%
3-month-0.02%5.47%
1-year20.70%50.44%
3-year1.99%13.15%
5-year10.84%13.75%
10-year9.18%11.35%
Last bull market27.90%25.95%
Last bear market-15.61%-22.55%

Annual total return (%) history

Year
JMCCXCategory
2024
N/AN/A
2023
15.30%N/A
2022
-16.66%N/A
2021
19.16%N/A
2020
21.74%12.39%
2019
31.89%26.21%
2018
-8.96%-11.15%
2017
20.34%15.93%
2016
6.46%14.14%
2015
-0.70%-4.75%
2014
11.92%7.80%
2013
35.58%34.10%
2012
17.07%16.15%
2011
-2.62%-3.81%
2010
23.03%22.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.28%N/AN/AN/A
20233.03%4.98%-5.03%12.24%
2022-5.59%-15.61%-3.43%8.31%
20217.86%6.02%-1.55%5.83%
2020-23.92%24.89%7.07%19.66%
201917.82%4.57%-0.75%7.85%
20180.70%1.83%5.62%-15.94%
20175.98%4.14%3.87%4.97%
2016-0.15%1.43%3.49%1.57%
20154.73%0.70%-8.86%3.31%
20143.37%4.34%-2.28%6.20%
201311.60%2.76%8.39%9.07%
201214.38%-4.91%5.92%1.62%
20116.71%0.55%-19.19%12.31%
20106.86%-9.19%12.09%13.12%

Rank in category (by total return)

YTD71
1-month89
3-month83
1-year74
3-year76
5-year58

Load adjusted returns

1-year19.70%
3-year1.99%
5-year10.84%
10-year9.18%