All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JMVYX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2016-09-12? to Fri 2025-06-20 YTD
Return
TRR
Price
JMVYX
×
−3.23%
2025-06-20
1.769 TRR
2025-06-20
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Returns

Mon 2016-09-12? to Fri 2025-06-20 Overall
Return
Exponential
Trendline
JMVYX
×
+76.87%
+6.72%/yr
+7.15%/yr
(R2=0.771)
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Growth of $10,000

Mon 2016-09-12? to Fri 2025-06-20 Start
Value
End
Value
JMVYX
×
$10,000.00
2016-09-12
$17,686.68
2025-06-20
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Annual Returns

Year JMVYX
2025 (YTD) −3.23%
2024 +11.19%
2023 +7.85%
2022 −13.59%
2021 +41.73%
2020 −0.97%
2019 +24.28%
2018 −13.31%
2017 +11.32%
2016 +4.78%

Drawdowns

Mon 2016-09-12? to Fri 2025-06-20 Current
Drawdown
Worst
Drawdown
JMVYX
×
−10.61% −43.13%
2020-03-23
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund