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 +38.05% over the past year and +3.88% YTD, with dividends reinvested. Since Sep. 12, 2016, JMVYX is up +389.12% in real purchasing-power return, or +17.80%/yr, and is currently āˆ’3.36% below its real total-return high on Feb. 11, 2026.

Mon 2016-09-12? to Fri 2026-05-22 YTD
Return 		1 Year
Return
JMVYX × 		+3.88%
2026-05-22 		+38.05%
2026-05-22
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Returns

Mon 2016-09-12? to Fri 2026-05-22 Overall
Return 		Exponential
Trendline
JMVYX × 		+389.12%
+17.80%/yr 		+17.16%/yr
(R2=0.926)
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Growth of $10,000

Mon 2016-09-12? to Fri 2026-05-22 Start
Value 		End
Value
JMVYX × 		$10,000.00
2016-09-12 		$48,911.90
2026-05-22
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Annual Returns

Year JMVYX
2026 (YTD) +3.88%
2025 +27.78%
2024 +24.31%
2023 +13.41%
2022 āˆ’3.92%
2021 +70.29%
2020 +5.89%
2019 +29.39%
2018 āˆ’7.71%
2017 +13.36%
2016 +11.45%

Drawdowns

Mon 2016-09-12? to Fri 2026-05-22 Current
Drawdown 		Worst
Drawdown
JMVYX × 		āˆ’3.36%
from 2026-02-11 peak 		āˆ’43.11%
2020-03-23
from 2020-01-17 peak
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
JMVYX × 		+38.05% +58.15%
+25.78%/yr 		+94.44%
+24.81%/yr 		+155.70%
+20.65%/yr 		—
Jpmorgan Mid Cap Value Fund Class R6 Mutual Fund