Nasdaq - Delayed Quote USD

JPMorgan SMID Cap Equity C (ODMCX)

10.11 +0.09 (+0.90%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.79%
5y Average Return 5.28%
Number of Years Up 17
Number of Years Down 7
Best 1Y Total Return (Apr 22, 2024) 39.17%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 39.17%
Worst 3Y Total Return 2.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ODMCX
Category
YTD
6.34%
17.04%
1-Month
2.78%
-0.01%
3-Month
6.34%
5.47%
1-Year
16.43%
50.44%
3-Year
3.20%
13.15%
5-Year
7.19%
13.75%
10-Year
6.58%
11.35%
Last Bull Market
37.35%
25.95%
Last Bear Market
-14.30%
-22.55%

Annual Total Return (%) History

Year
ODMCX
Category
2024
--
--
2023
12.41%
--
2022
-19.61%
--
2021
22.47%
--
2020
9.34%
12.39%
2019
25.18%
26.21%
2018
-12.27%
-11.15%
2017
16.03%
15.93%

2016
11.09%
14.14%
2015
-6.70%
-4.75%
2014
14.60%
7.80%
2013
39.17%
34.10%
2012
15.15%
16.15%
2011
-2.46%
-3.81%
2010
18.30%
22.52%
2009
34.49%
37.39%
2008
-39.91%
-39.18%
2007
2.28%
4.85%
2006
12.94%
14.03%
2005
16.58%
9.25%
2004
13.22%
16.30%
2003
29.15%
36.28%
2002
-18.76%
-16.55%
2001
-5.48%
-3.12%
2000
19.20%
6.36%
1999
--
20.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.34% -- -- --
2023 2.67% 4.98% -5.06% 9.85%
2022 -7.27% -14.30% -5.37% 6.89%
2021 7.06% 5.04% 0.55% 8.30%
2020 -28.61% 22.27% 6.79% 17.31%
2019 13.84% 1.10% 1.43% 7.23%
2018 -0.73% 1.42% 4.68% -16.76%
2017 4.53% 1.02% 3.76% 5.91%
2016 1.67% 1.92% 4.42% 2.67%
2015 2.86% -3.74% -9.12% 3.69%

2014 2.96% 4.94% -1.58% 7.77%
2013 14.45% 2.30% 8.60% 9.46%
2012 12.52% -4.53% 4.83% 2.25%
2011 9.95% 0.28% -21.21% 12.28%
2010 8.05% -11.52% 10.81% 11.66%
2009 -9.14% 16.82% 18.71% 6.74%
2008 -10.57% 3.98% -15.52% -23.50%
2007 5.06% 4.70% -2.80% -4.33%
2006 8.16% -2.29% -0.62% 7.53%
2005 1.73% 4.79% 7.93% 1.32%
2004 2.37% 1.47% -1.73% 10.91%
2003 -3.81% 15.38% 4.98% 10.84%
2002 5.65% -10.98% -17.17% 4.29%
2001 -11.71% 10.98% -17.51% 16.95%
2000 15.79% -4.15% 12.10% -4.19%
1999 12.91% -11.44% 14.79% --

Rank in Category (By Total Return)

YTD 87
1-Month 94
3-Month 87
1-Year 85
3-Year 84
5-Year 94

Load Adjusted Returns

1-Year 15.43%
3-Year 3.20%
5-Year 7.19%
10-Year 6.58%

Performance & Risk

YTD Return -0.79%
5y Average Return 5.28%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family JPMorgan
Net Assets 414.72M
YTD Return 6.34%
Yield 0.05%
Morningstar Rating
Inception Date Mar 22, 1999

Fund Summary

Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of small- to mid-cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small- to mid-cap companies are generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500® Index at the time of purchase.

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