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Jpmorgan Mid Cap Equity Fund Cl C: (MF: JMCCX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$53.79 USD
-1.26 (-2.29%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.05 | 80 |
| 3 months | -4.78 | 89 |
| 6 months | 4.05 | 80 |
| 1 Year | 10.92 | 79 |
| 3 Year | 1.37 | 79 |
| 5 Year | 9.20 | 71 |
| 10 Year | 8.67 | 65 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 9.81 |
| 5 Year | 9.19 |
| 10 Year | 8.67 |
| Since Inception | 11.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.27 | -4.78 | NA | NA |
| 2023 | 3.03 | 4.97 | -5.02 | 12.24 |
| 2022 | -5.59 | -15.60 | -3.43 | 8.31 |
| 2021 | 7.86 | 6.02 | -1.55 | 5.83 |
| 2020 | -23.92 | 24.88 | 7.07 | 19.66 |
| 2019 | 17.82 | 4.56 | -0.74 | 7.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.05 | 15.30 | -16.66 | 19.15 | 21.73 | 31.88 | -8.96 | 20.33 | 6.45 | -0.70 | 11.91 |
| % Total Return Rel to Index | -11.25 | -10.94 | 1.54 | -9.52 | 3.33 | 0.39 | -4.57 | -1.46 | -5.48 | -2.09 | -1.72 |
| % Total Return Rel to Peer | -6.61 | -7.69 | 3.03 | -2.90 | 1.82 | 3.45 | -2.10 | -0.34 | -1.36 | 0.89 | 3.71 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| Capital Gains ($) | 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 | 1.64 | 1.65 | 1.63 | 1.64 | 1.63 | 1.67 | 1.74 | 1.75 | 1.74 | 1.74 |
* 1 = Top 20%, 5 = Bottom 20%