Nasdaq - Delayed Quote USD

JPMorgan Mid Cap Equity R6 (JPPEX)

64.34
-0.06
(-0.09%)
As of 8:01:24 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.26%
5y Average Return 14.48%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 16, 2025) 33.21%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 33.21%
Worst 3Y Total Return 3.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JPPEX
Category
YTD
-4.91%
17.04%
1-Month
-0.51%
-0.01%
3-Month
-8.86%
5.47%
1-Year
4.88%
50.44%
3-Year
6.45%
13.15%
5-Year
12.47%
13.75%
10-Year
9.30%
11.35%
Last Bull Market
18.06%
25.95%
Last Bear Market
-15.40%
-22.55%

Annual Total Return (%) History

Year
JPPEX
Category
2025
--
--
2024
14.29%
--
2023
16.48%
--
2022
-15.84%
--
2021
20.34%
--
2020
22.97%
12.39%
2019
33.21%
26.21%
2018
-8.04%
-11.15%

2017
21.54%
15.93%
2016
7.54%
14.14%
2015
0.29%
-4.75%
2014
--
7.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.42% -- -- --
2024 9.55% -4.55% 7.77% 1.41%
2023 3.30% 5.25% -4.79% 12.52%
2022 -5.36% -15.40% -3.16% 8.55%
2021 8.12% 6.30% -1.32% 6.11%
2020 -23.72% 25.17% 7.33% 20.00%
2019 18.11% 4.83% -0.51% 8.13%
2018 0.96% 2.08% 5.88% -15.73%
2017 6.24% 4.42% 4.11% 5.24%
2016 0.09% 1.71% 3.76% 1.80%

2015 4.97% 0.96% -8.62% 3.56%
2014 4.61% -2.05% 6.47% --

Rank in Category (By Total Return)

YTD 36
1-Month 15
3-Month 39
1-Year 38
3-Year 44
5-Year 62

Load Adjusted Returns

1-Year 4.88%
3-Year 6.45%
5-Year 12.47%
10-Year 9.30%

Performance & Risk

YTD Return 1.26%
5y Average Return 14.48%
Rank in Category (ytd) 36
% 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 -4.91%
Yield 0.69%
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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