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Jpmorgan Mid Cap Equity Fund Cl A: (MF: JCMAX)
(NASDAQ Mutual Funds) As of Jul 10, 2024 08:00 PM ET
$59.35 USD
+0.49 (0.83%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.30 | 76 |
| 3 months | 0.10 | 78 |
| 6 months | 12.32 | 72 |
| 1 Year | 21.32 | 69 |
| 3 Year | 2.50 | 76 |
| 5 Year | 11.39 | 63 |
| 10 Year | 9.72 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 16.80 |
| 5 Year | 10.68 |
| 10 Year | 9.66 |
| Since Inception | 12.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.44 | NA | NA | NA |
| 2023 | 3.15 | 5.12 | -4.89 | 12.35 |
| 2022 | -5.48 | -15.49 | -3.30 | 8.43 |
| 2021 | 8.00 | 6.15 | -1.43 | 5.97 |
| 2020 | -23.83 | 25.03 | 7.20 | 19.83 |
| 2019 | 17.97 | 4.70 | -0.61 | 7.97 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.30 | 15.87 | -16.25 | 19.75 | 22.34 | 32.55 | -8.51 | 20.96 | 6.97 | -0.22 | 12.47 |
| % Total Return Rel to Index | -6.00 | -10.37 | 1.95 | -8.92 | 3.94 | 1.06 | -4.11 | -0.83 | -4.95 | -1.61 | -1.17 |
| % Total Return Rel to Peer | -3.29 | -7.12 | 3.44 | -2.30 | 2.42 | 4.12 | -1.65 | 0.28 | -0.84 | 1.37 | 4.26 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.17 | 0.11 | 0.00 | 0.07 | 0.29 | 0.12 | 0.00 | 0.04 | 0.02 | 0.05 |
| % Yield | 0.00 | 0.29 | 0.21 | 0.00 | 0.12 | 0.53 | 0.26 | 0.00 | 0.09 | 0.06 | 0.10 |
| Capital Gains ($) | 0.00 | 0.00 | 1.17 | 4.60 | 6.22 | 3.93 | 5.14 | 2.85 | 1.37 | 2.11 | 2.03 |
| Expense Ratio | 0.00 | 1.14 | 1.15 | 1.14 | 1.14 | 1.13 | 1.17 | 1.24 | 1.25 | 1.24 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%