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Jpmorgan Mid Cap Equity Fund Cl A: (MF: JCMAX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$65.64 USD
+1.31 (2.04%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.08 | 73 |
| 3 months | 9.62 | 71 |
| 6 months | -0.20 | 75 |
| 1 Year | 9.58 | 60 |
| 3 Year | 9.74 | 72 |
| 5 Year | 10.86 | 74 |
| 10 Year | 9.37 | 65 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 6.22 |
| 5 Year | 10.59 |
| 10 Year | 8.85 |
| Since Inception | 11.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.52 | 7.40 | NA | NA |
| 2024 | 9.44 | -4.66 | 7.63 | 1.28 |
| 2023 | 3.15 | 5.12 | -4.89 | 12.35 |
| 2022 | -5.48 | -15.49 | -3.30 | 8.43 |
| 2021 | 8.00 | 6.15 | -1.43 | 5.97 |
| 2020 | -23.83 | 25.03 | 7.20 | 19.83 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.08 | 13.73 | 15.87 | -16.25 | 19.75 | 22.34 | 32.55 | -8.51 | 20.96 | 6.97 | -0.22 |
| % Total Return Rel to Index | -4.50 | -11.28 | -10.37 | 1.95 | -8.92 | 3.94 | 1.06 | -4.11 | -0.83 | -4.95 | -1.61 |
| % Total Return Rel to Peer | -2.85 | -5.65 | -7.12 | 3.44 | -2.30 | 2.42 | 4.12 | -1.65 | 0.28 | -0.84 | 1.37 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.14 | 0.17 | 0.11 | 0.00 | 0.07 | 0.29 | 0.12 | 0.00 | 0.04 | 0.02 |
| % Yield | 0.00 | 0.21 | 0.23 | 0.21 | 0.00 | 0.12 | 0.53 | 0.26 | 0.00 | 0.09 | 0.06 |
| Capital Gains ($) | 0.00 | 2.59 | 0.00 | 1.17 | 4.60 | 6.22 | 3.93 | 5.14 | 2.85 | 1.37 | 2.11 |
| Expense Ratio | 0.00 | 1.12 | 1.14 | 1.15 | 1.14 | 1.14 | 1.13 | 1.17 | 1.24 | 1.25 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%