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JPMorgan Mid Cap Value R6 (JMVYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.34-0.21 (-0.54%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.77%
5-year average return9.30%
Number of years up5
Number of years down2
Best 1-yr total return (21 May 2024)30.11%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return30.11%
Worst 3-yr total return3.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMVYXCategory
YTD3.51%21.28%
1-month-5.35%-1.96%
3-month3.94%4.90%
1-year15.55%55.83%
3-year4.07%11.08%
5-year7.99%11.93%
10-year8.23%10.64%
Last bull market27.25%25.54%
Last bear market-12.36%-22.08%

Annual total return (%) history

Year
JMVYXCategory
2024
N/AN/A
2023
11.38%N/A
2022
-8.03%N/A
2021
30.11%N/A
2020
0.43%2.63%
2019
26.67%25.18%
2018
-11.66%-12.86%
2017
13.68%13.22%
2016
N/A18.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.36%N/AN/AN/A
2023-0.06%4.06%-4.57%12.23%
2022-0.96%-12.36%-3.93%10.30%
202115.55%5.39%-1.27%8.22%
2020-31.83%18.17%4.41%19.40%
201914.68%3.10%1.10%5.97%
2018-1.71%1.57%3.83%-14.77%
20173.99%2.27%2.12%4.68%
20164.49%N/AN/AN/A

Rank in category (by total return)

YTD33
1-month55
3-month49
1-year41
3-year60
5-year59

Load adjusted returns

1-year15.55%
3-year4.07%
5-year7.99%
10-year8.23%