All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
JMVYX total return snapshot: JMVYX returned +43.43% over the past year and +6.99% YTD, with dividends reinvested. Since Sep. 12, 2016, JMVYX is up +577.18% in nominal total return, or +21.82%/yr, and is currently ā1.04% below its total-return high on Apr. 20, 2026.
| Mon 2016-09-12? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JMVYX × |
+6.99%
2026-05-22 |
+43.43%
2026-05-22 |
||||
| Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||
| Mon 2016-09-12? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JMVYX × |
+577.18%
+21.82%/yr |
+21.49%/yr
(R2=0.940) |
||||
| Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||
| Mon 2016-09-12? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JMVYX × |
$10,000.00
2016-09-12 |
$67,717.54
2026-05-22 |
||||
| Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||
| Year | JMVYX |
|---|---|
| 2026 (YTD) | +6.99% |
| 2025 | +31.20% |
| 2024 | +27.89% |
| 2023 | +17.21% |
| 2022 | +2.29% |
| 2021 | +82.27% |
| 2020 | +7.33% |
| 2019 | +32.35% |
| 2018 | ā5.95% |
| 2017 | +15.75% |
| 2016 | +11.61% |
| Mon 2016-09-12? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JMVYX × |
ā1.04%
from 2026-04-20 peak |
ā43.08%
2020-03-23 from 2020-02-14 peak |
||||
| Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JMVYX × | +43.43% |
+68.16% +29.70%/yr |
+113.54% +28.77%/yr |
+217.87% +26.01%/yr |
— | |
| Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund | ||||||