JCMVX Mutual Fund

JCMVX Mutual Fund

NAV$30.17
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Returns Overview

1 Month
+0.32%
3 Months
+6.75%
6 Months
+5.05%
YTD
+13.32%
1 Year
+13.66%
3 Years (annualized)
+12.78%
5 Years (annualized)
+6.88%
10 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCMVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+9.89%
vs Peers
+3.43%

JCMVX Mutual Fund Performance

JCMVX performance across multiple time periods: 1-month 0.32%, YTD 13.32%, 1-year 13.66%, 3-year 12.78%, 5-year 6.88%, 10-year 8.21%.

JCMVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

JCMVX vs another fund shows side-by-side returns. JCMVX alternatives are available in the Mutual Fund Screener.