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JPMorgan Mid Cap Equity Fund Class A (JCMAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US4812A26600

CUSIP

4812A2660

Inception Date

Nov 2, 2009

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

JCMAX has a high expense ratio of 1.14%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

JPMorgan Mid Cap Equity Fund Class A (JCMAX) returned -2.95% year-to-date (YTD) and -0.44% over the past 12 months. Over the past 10 years, JCMAX returned 2.71% annually, underperforming the S&P 500 benchmark at 10.46%.


JCMAX

YTD

-2.95%

1M

8.94%

6M

-10.53%

1Y

-0.44%

5Y*

6.86%

10Y*

2.71%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of JCMAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.30%-3.31%-5.32%-0.56%2.21%-2.95%
2024-0.26%5.48%4.04%-5.46%1.77%-0.92%3.55%2.50%1.42%0.06%8.39%-10.20%9.37%
20237.41%-2.16%-1.84%-0.77%-1.75%7.83%2.87%-3.12%-4.58%-4.08%9.81%6.66%15.87%
2022-6.53%0.07%1.05%-6.70%-0.70%-8.79%8.82%-2.79%-8.60%8.35%5.56%-7.32%-18.14%
2021-0.20%5.70%2.40%5.21%-0.02%0.91%0.45%2.11%-3.91%5.67%-3.28%-3.87%11.04%
2020-0.08%-7.37%-17.70%14.81%6.55%2.21%5.57%3.85%-2.22%0.65%13.61%-6.21%9.50%
201910.83%5.47%0.92%3.88%-5.57%6.74%1.17%-2.78%1.05%-6.13%4.31%1.43%21.91%
20184.35%-3.34%-0.04%-0.51%2.01%0.49%2.29%4.36%-0.94%-8.73%1.91%-19.12%-18.21%
20172.94%3.23%-0.13%1.05%1.68%1.46%1.90%-0.16%2.23%1.49%3.24%-5.13%14.39%
2016-7.87%0.56%7.91%0.47%1.79%-0.69%3.82%0.07%-0.24%-3.53%5.64%-3.24%3.77%
2015-1.84%5.60%1.15%-0.94%2.68%-0.88%1.78%-6.01%-4.62%4.91%0.73%-6.82%-5.03%
2014-1.83%6.38%-0.90%-1.74%2.53%3.69%-4.23%5.16%-2.85%3.07%2.45%-3.84%7.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of JCMAX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JCMAX is 2424
Overall Rank
The Sharpe Ratio Rank of JCMAX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of JCMAX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of JCMAX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of JCMAX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of JCMAX is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class A (JCMAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

JPMorgan Mid Cap Equity Fund Class A Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.01
  • 5-Year: 0.34
  • 10-Year: 0.13
  • All Time: 0.36

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of JPMorgan Mid Cap Equity Fund Class A compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

JPMorgan Mid Cap Equity Fund Class A provided a 0.24% dividend yield over the last twelve months, with an annual payout of $0.15 per share.


0.00%0.10%0.20%0.30%0.40%0.50%0.60%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.15$0.15$0.18$0.12$0.00$0.08$0.30$0.13$0.00$0.05$0.03$0.05

Dividend yield

0.24%0.24%0.31%0.24%0.00%0.14%0.60%0.31%0.00%0.10%0.07%0.11%

Monthly Dividends

The table displays the monthly dividend distributions for JPMorgan Mid Cap Equity Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.12
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.08
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.30
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.05
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2014$0.05$0.05

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the JPMorgan Mid Cap Equity Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the JPMorgan Mid Cap Equity Fund Class A was 40.99%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.

The current JPMorgan Mid Cap Equity Fund Class A drawdown is 12.98%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.99%Aug 30, 2018392Mar 23, 2020159Nov 5, 2020551
-30.65%Nov 17, 2021229Oct 14, 2022518Nov 6, 2024747
-25.53%Jun 23, 2015162Feb 11, 2016328Jun 1, 2017490
-24.3%Jul 8, 201161Oct 3, 2011111Mar 13, 2012172
-23.71%Nov 26, 202490Apr 8, 2025

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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