JAMVX Mutual Fund

NAV$19.68

Returns Overview

1 Month
+3.43%
3 Months
+8.17%
6 Months
+14.20%
YTD
+12.99%
1 Year
+20.32%
3 Years (annualized)
+13.80%
5 Years (annualized)
+8.89%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+10.82%
vs Peers
+2.18%

JAMVX Mutual Fund Performance

JAMVX performance across multiple time periods: 1-month 3.43%, YTD 12.99%, 1-year 20.32%, 3-year 13.80%, 5-year 8.89%, 10-year 9.38%.

JAMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

JAMVX performance comparison shows side-by-side returns with another fund. JAMVX alternatives are available in the Mutual Fund Screener.