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)

JMVYX real return snapshot: after CPI-U inflation, JMVYX returned +37.65% over the past year and +4.90% YTD, with dividends reinvested. Since Sep. 12, 2016, JMVYX is up +393.94% in real purchasing-power return, or +17.82%/yr, and is currently −2.41% below its real total-return high on Feb. 11, 2026.

Mon 2016-09-12💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
JMVYX
×
+4.90%
2026-06-09
+37.65%
2026-06-09
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Returns

Mon 2016-09-12💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
JMVYX
×
+393.94%
+17.82%/yr
+17.20%/yr
(R2=0.927)
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Growth of $10,000

Mon 2016-09-12💬 to Tue 2026-06-09 Start
Value
End
Value
JMVYX
×
$10,000.00
2016-09-12
$49,394.12
2026-06-09
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Annual Returns

Year JMVYX
2026 (YTD) +4.90%
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 Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
JMVYX
×
−2.41%
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 Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
JMVYX
×
+37.65% +63.08%
+27.70%/yr
+93.14%
+24.54%/yr
+158.87%
+20.95%/yr
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund