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JPMorgan Mid Cap Value I (JMVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.90+0.10 (+0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.49%
5-year average return9.20%
Number of years up18
Number of years down4
Best 1-yr total return (16 May 2024)31.66%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return31.66%
Worst 3-yr total return3.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMVSXCategory
YTD3.43%21.28%
1-month-5.37%-1.96%
3-month3.90%4.90%
1-year15.28%55.83%
3-year3.82%11.08%
5-year7.73%11.93%
10-year7.96%10.64%
Last bull market27.12%25.54%
Last bear market-12.42%-22.08%

Annual total return (%) history

Year
JMVSXCategory
2024
N/AN/A
2023
11.13%N/A
2022
-8.26%N/A
2021
29.80%N/A
2020
0.17%2.63%
2019
26.34%25.18%
2018
-11.86%-12.86%
2017
13.41%13.22%
2016
14.37%18.06%
2015
-2.59%-5.41%
2014
14.85%9.31%
2013
31.66%35.14%
2012
20.19%16.60%
2011
2.17%-3.96%
2010
23.12%21.92%
2009
26.33%35.41%
2008
-33.06%-36.77%
2007
2.60%0.83%
2006
17.06%15.87%
2005
9.15%8.82%
2004
20.67%17.85%
2003
30.34%33.85%
2002
2.90%-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.30%N/AN/AN/A
2023-0.09%3.95%-4.60%12.16%
2022-1.03%-12.42%-4.00%10.25%
202115.49%5.33%-1.33%8.15%
2020-31.86%18.10%4.31%19.33%
201914.61%3.03%1.04%5.90%
2018-1.76%1.48%3.78%-14.81%
20173.92%2.19%2.09%4.60%
20163.87%2.46%2.91%4.43%
20153.64%-2.05%-7.33%3.54%
20143.13%4.76%-1.73%8.17%
201312.50%2.31%5.35%8.58%
201211.03%-0.61%6.00%2.75%
20116.18%0.93%-16.06%13.57%
20108.21%-7.83%10.28%11.94%
2009-13.26%16.82%18.06%5.60%
2008-8.41%-0.85%-5.96%-21.62%
20073.39%4.13%-1.25%-3.49%
20066.40%-0.08%3.58%6.30%
20051.62%3.42%2.81%1.03%
20045.51%1.98%2.10%9.85%
2003-1.17%13.63%4.43%11.15%
20027.14%-2.51%-8.86%8.08%

Rank in category (by total return)

YTD34
1-month57
3-month51
1-year43
3-year63
5-year65

Load adjusted returns

1-year15.28%
3-year3.82%
5-year7.73%
10-year7.96%