- ISIN
- US4812A26600
- CUSIP
- 4812A2660
- Issuer
- JPMorgan
- Inception Date
- Nov 2, 2009
- Category
- Mid Cap Blend Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
JCMAX Performance Chart
JPMorgan Mid Cap Equity Fund Class A (JCMAX) is up 6.5% since the beginning of the year. JCMAX is currently trading at $66 per share. Investors who bought $1,000 worth of JCMAX shares 5 years ago would now be looking at an investment worth $1,367.
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Returns By Period
JPMorgan Mid Cap Equity Fund Class A (JCMAX) has returned 6.52% so far this year and 13.57% over the past 12 months. Over the last ten years, JCMAX has returned 11.21% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
JPMorgan Mid Cap Equity Fund Class A
- 1D
- 0.23%
- 1M
- 1.18%
- YTD
- 6.52%
- 6M
- 6.71%
- 1Y
- 13.57%
- 3Y*
- 14.25%
- 5Y*
- 6.45%
- 10Y*
- 11.21%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
JCMAX Monthly Returns History
Based on dividend-adjusted daily data since Nov 2, 2009, JCMAX's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.
Historically, 64% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +14.8%, while the worst month was Mar 2020 at -17.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, JCMAX closed higher 54% of trading days. The best single day was Dec 11, 2020 with a return of +11.7%, while the worst single day was Mar 16, 2020 at -13.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.40% | 3.18% | -5.67% | 5.98% | 0.63% | 0.23% | 6.52% | ||||||
| 2025 | 4.30% | -3.31% | -5.32% | -0.56% | 4.57% | 3.29% | 1.50% | 1.61% | 0.41% | -1.14% | 1.58% | -0.78% | 5.82% |
| 2024 | -0.26% | 5.48% | 4.04% | -5.46% | 1.77% | -0.92% | 3.55% | 2.50% | 1.42% | 0.06% | 8.39% | -2.75% | 18.44% |
| 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% |
Benchmark Metrics
JPMorgan Mid Cap Equity Fund Class A has an annualized alpha of -0.04%, beta of 1.01, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since November 03, 2009.
- With beta of 1.01 and R2 of 0.86, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.04%
- Beta
- 1.01
- R²
- 0.86
- Upside Capture
- 96.99%
- Downside Capture
- 97.24%
Expense Ratio
JCMAX has a high expense ratio of 1.14%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
JCMAX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class A (JCMAX) and compare them to S&P 500 Index.
| JCMAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 2.39 | -1.29 |
Sortino ratioReturn per unit of downside risk | 1.67 | 3.25 | -1.59 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.43 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 3.11 | -1.47 |
Martin ratioReturn relative to average drawdown | 6.14 | 14.38 | -8.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
JPMorgan Mid Cap Equity Fund Class A provided a 5.78% dividend yield over the last twelve months, with an annual payout of $3.80 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.80 | $3.80 | $5.33 | $0.18 | $1.29 | $4.60 | $6.30 | $4.23 | $5.27 | $2.85 | $1.42 | $2.14 |
Dividend yield | 5.78% | 6.16% | 8.60% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.80 | $3.80 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.33 | $5.33 |
| 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 |
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 0.06%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -38.33%Mar 2020 | 1mo 2d | 5mo 13d | 6mo 15dFeb 2020 - Sep 2020 |
Bear market2022 | -25.26%Oct 2022 | 11mo 1d | 1y 4mo | 2y 3moNov 2021 - Mar 2024 |
2011 bear market2011 | -24.30%Oct 2011 | 2mo 27d | 5mo 12d | 8mo 9dJul 2011 - Mar 2012 |
Rate-hike selloffLate 2018 | -21.94%Dec 2018 | 3mo 26d | 3mo 11d | 7mo 7dAug 2018 - Apr 2019 |
2016 bear market2016 | -21.84%Feb 2016 | 7mo 23d | 10mo | 1y 5moJun 2015 - Dec 2016 |
Drawdown Indicators
| JCMAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -56.78% | +18.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.26% | -9.10% | +0.84% |
Max Drawdown (3Y)Largest decline over 3 years | -18.99% | -18.90% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -25.26% | -25.43% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -33.92% | -4.41% |
Current DrawdownCurrent decline from peak | -0.06% | 0.00% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -10.72% | +5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 1.97% | +0.24% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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