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
| ISIN | US4812A26600 |
|---|---|
| CUSIP | 4812A2660 |
| Issuer | JPMorgan Chase |
| Inception Date | Nov 2, 2009 |
| Category | Mid Cap Blend Equities |
| Min. Investment | $1,000 |
| Home Page | am.jpmorgan.com |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
JCMAX has a high expense ratio of 1.14%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: JCMAX vs. HLGEX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Mid Cap Equity Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan Mid Cap Equity Fund Class A had a return of 4.98% year-to-date (YTD) and 20.96% in the last 12 months. Over the past 10 years, JPMorgan Mid Cap Equity Fund Class A had an annualized return of 10.00%, while the S&P 500 had an annualized return of 10.71%, indicating that JPMorgan Mid Cap Equity Fund Class A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.98% | 8.76% |
| 1 month | -2.14% | -0.28% |
| 6 months | 19.23% | 18.36% |
| 1 year | 20.96% | 25.94% |
| 5 years (annualized) | 10.48% | 12.51% |
| 10 years (annualized) | 10.00% | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.75% | 5.48% | 4.04% | -5.46% | ||||||||
| 2023 | -4.08% | 9.81% | 7.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JCMAX is 61, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
JCMAX (JPMorgan Mid Cap Equity Fund Class A)
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.
Dividends
Dividend History
JPMorgan Mid Cap Equity Fund Class A granted a 0.29% dividend yield in the last twelve months. The annual payout for that period amounted to $0.18 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.18 | $0.18 | $1.29 | $4.60 | $6.30 | $4.23 | $5.27 | $2.85 | $1.42 | $2.14 | $2.08 | $3.46 |
Dividend yield | 0.29% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% | 4.67% | 8.32% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.08 |
| 2013 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.42 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 3.61%.
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 current JPMorgan Mid Cap Equity Fund Class A volatility is 3.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.