Nasdaq - Delayed Quote USD

JPMorgan Mid Cap Equity C (JMCCX)

56.01
-0.17
(-0.30%)
At close: May 23 at 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.92%
5y Average Return 11.58%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (May 22, 2025) 35.58%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 35.58%
Worst 3Y Total Return 2.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JMCCX
Category
YTD
-5.20%
17.04%
1-Month
-0.60%
-0.01%
3-Month
-9.08%
5.47%
1-Year
3.85%
50.44%
3-Year
5.38%
13.15%
5-Year
11.36%
13.75%
10-Year
8.21%
11.35%
Last Bull Market
17.38%
25.95%
Last Bear Market
-15.61%
-22.55%

Annual Total Return (%) History

Year
JMCCX
Category
2025
--
--
2024
13.14%
--
2023
15.30%
--
2022
-16.66%
--
2021
19.16%
--
2020
21.74%
12.39%
2019
31.89%
26.21%
2018
-8.96%
-11.15%

2017
20.34%
15.93%
2016
6.46%
14.14%
2015
-0.70%
-4.75%
2014
11.92%
7.80%
2013
35.58%
34.10%
2012
17.07%
16.15%
2011
-2.62%
-3.81%
2010
23.03%
22.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.63% -- -- --
2024 9.28% -4.78% 7.51% 1.13%
2023 3.03% 4.98% -5.03% 12.24%
2022 -5.59% -15.61% -3.43% 8.31%
2021 7.86% 6.02% -1.55% 5.83%
2020 -23.92% 24.89% 7.07% 19.66%
2019 17.82% 4.57% -0.75% 7.85%
2018 0.70% 1.83% 5.62% -15.94%
2017 5.98% 4.14% 3.87% 4.97%
2016 -0.15% 1.43% 3.49% 1.57%

2015 4.73% 0.70% -8.86% 3.31%
2014 3.37% 4.34% -2.28% 6.20%
2013 11.60% 2.76% 8.39% 9.07%
2012 14.38% -4.91% 5.92% 1.62%
2011 6.71% 0.55% -19.19% 12.31%
2010 6.86% -9.19% 12.09% 13.12%

Rank in Category (By Total Return)

YTD 38
1-Month 19
3-Month 41
1-Year 49
3-Year 70
5-Year 81

Load Adjusted Returns

1-Year 2.86%
3-Year 5.38%
5-Year 11.36%
10-Year 8.21%

Performance & Risk

YTD Return -1.92%
5y Average Return 11.58%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family JPMorgan
Net Assets 5.08B
YTD Return -5.20%
Yield 0.00%
Morningstar Rating
Inception Date Mar 14, 2014

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

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