JPMorgan Mid Cap Equity Fund Class A (JCMAX)
This fund aims for long-term capital growth by primarily investing in a diversified portfolio of U.S. mid-cap equities. It focuses on companies with above-average growth prospects, sustainable free cash flow, competitive positions, durable business models, and capable management for sustained growth. The investment targets mid-cap stocks with market capitalizations similar to the Russell Midcap Index.
Fund Info
US4812A26600
4812A2660
Nov 2, 2009
$1,000
Mid-Cap
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
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Performance
Performance Chart
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Returns By Period
JPMorgan Mid Cap Equity Fund Class A (JCMAX) returned -0.71% year-to-date (YTD) and 8.14% over the past 12 months. Over the past 10 years, JCMAX returned 8.92% annually, underperforming the S&P 500 benchmark at 10.85%.
JCMAX
-0.71%
4.57%
-7.29%
8.14%
7.76%
11.48%
8.92%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.30% | -3.31% | -5.32% | -0.56% | 4.57% | -0.71% | |||||||
| 2024 | -0.26% | 5.48% | 4.04% | -5.46% | 1.77% | -0.92% | 3.55% | 2.50% | 1.42% | 0.06% | 8.39% | -6.62% | 13.73% |
| 2023 | 7.41% | -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% | -5.18% | -16.24% |
| 2021 | -0.20% | 5.70% | 2.40% | 5.21% | -0.02% | 0.91% | 0.45% | 2.12% | -3.91% | 5.67% | -3.28% | 3.61% | 19.67% |
| 2020 | -0.08% | -7.37% | -17.70% | 14.81% | 6.55% | 2.21% | 5.57% | 3.85% | -2.22% | 0.65% | 13.61% | 4.78% | 22.33% |
| 2019 | 10.83% | 5.47% | 0.92% | 3.88% | -5.57% | 6.74% | 1.17% | -2.78% | 1.05% | 1.27% | 4.31% | 2.08% | 32.37% |
| 2018 | 4.35% | -3.34% | -0.04% | -0.51% | 2.01% | 0.49% | 2.29% | 4.36% | -0.94% | -8.73% | 1.91% | -9.44% | -8.43% |
| 2017 | 2.94% | 3.23% | -0.13% | 1.05% | 1.68% | 1.46% | 1.90% | -0.16% | 2.23% | 1.49% | 3.24% | 0.32% | 20.96% |
| 2016 | -7.87% | 0.56% | 7.91% | 0.47% | 1.79% | -0.69% | 3.82% | 0.07% | -0.24% | -3.53% | 5.64% | -0.27% | 6.95% |
| 2015 | -1.84% | 5.60% | 1.15% | -0.94% | 2.68% | -0.88% | 1.78% | -6.01% | -4.61% | 4.91% | 0.73% | -2.20% | -0.31% |
| 2014 | -1.83% | 6.38% | -0.90% | -1.74% | 2.53% | 3.69% | -4.23% | 5.16% | -2.85% | 3.07% | 2.45% | 0.64% | 12.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JCMAX is 31, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
JPMorgan Mid Cap Equity Fund Class A provided a 4.45% dividend yield over the last twelve months, with an annual payout of $2.74 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.74 | $2.74 | $0.18 | $1.29 | $4.60 | $6.30 | $4.23 | $5.27 | $2.85 | $1.42 | $2.14 | $2.08 |
Dividend yield | 4.45% | 4.42% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% | 4.67% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $2.74 | $2.74 |
| 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 | $1.29 | $1.29 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.60 | $4.60 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.30 | $6.30 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.62 | $0.00 | $0.61 | $4.23 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.27 | $5.27 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.85 | $2.85 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $1.38 | $1.42 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.14 | $2.14 |
| 2014 | $2.08 | $2.08 |
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 38.33%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current JPMorgan Mid Cap Equity Fund Class A drawdown is 7.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.33% | Feb 20, 2020 | 23 | Mar 23, 2020 | 114 | Sep 2, 2020 | 137 |
| -25.26% | Nov 17, 2021 | 229 | Oct 14, 2022 | 349 | Mar 7, 2024 | 578 |
| -24.3% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -21.94% | Aug 30, 2018 | 80 | Dec 24, 2018 | 69 | Apr 4, 2019 | 149 |
| -21.84% | Jun 23, 2015 | 162 | Feb 11, 2016 | 208 | Dec 7, 2016 | 370 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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