JLVMX Mutual Fund

JLVMX Mutual Fund

NAV$23.64
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Returns Overview

1 Month
+2.30%
3 Months
+7.36%
6 Months
+7.36%
YTD
+12.08%
1 Year
+24.37%
3 Years (annualized)
+15.66%
5 Years (annualized)
+11.95%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLVMX 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
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🏦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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.08%
Peer Avg (YTD)
+11.41%
vs Peers
+0.67%

JLVMX Mutual Fund Performance

JLVMX performance across multiple time periods: 1-month 2.30%, YTD 12.08%, 1-year 24.37%, 3-year 15.66%, 5-year 11.95%, 10-year 13.23%.

JLVMX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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