JMVYX Stock Chart (Dividends Reinvested, Inflation Adjusted)

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

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

JMVYX real return snapshot: after CPI-U inflation, JMVYX returned +34.90% over the past year and +3.16% YTD, with dividends reinvested. Since Sep. 12, 2016, JMVYX is up +385.76% in real purchasing-power return, or +17.62%/yr, and is currently −4.03% below its real total-return high on Feb. 11, 2026.

Data ending Wed Jun. 10, 2026

Dividends Reinvested:

Mon 2016-09-12^💬 to Wed 2026-06-10	YTD Return	1 Year Return
JMVYX ^×	+3.16% 2026-06-10	+34.90% 2026-06-10
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Returns

Mon 2016-09-12^💬 to Wed 2026-06-10	Overall Return	Exponential Trendline
JMVYX ^×	+385.76% +17.62%/yr	+17.21%/yr (R²=0.927)
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Growth of $10,000

Mon 2016-09-12^💬 to Wed 2026-06-10	Start Value	End Value
JMVYX ^×	$10,000.00 2016-09-12	$48,575.96 2026-06-10
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Annual Returns

Year	JMVYX
2026 (YTD)	+3.16%
2025	+27.78%
2024	+24.31%
2023	+13.41%
2022	−3.92%
2021	+70.29%
2020	+5.89%
2019	+29.39%
2018	−7.71%
2017	+13.36%
2016	+11.45%

Drawdowns

Mon 2016-09-12^💬 to Wed 2026-06-10	Current Drawdown	Worst Drawdown
JMVYX ^×	−4.03% from 2026-02-11 peak	−43.11% 2020-03-23 from 2020-01-17 peak
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Rolling Returns

Period ending Wed 2026-06-10	1 Year	2 Years	3 Years	5 Years	10 Years
JMVYX ^×	+34.90%	+60.26% +26.59%/yr	+89.94% +23.84%/yr	+155.78% +20.66%/yr	—
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund