JMCVX Mutual Fund

JMCVX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
+0.06%
3 Months
+2.52%
6 Months
+1.79%
YTD
+13.02%
1 Year
+14.28%
3 Years (annualized)
+23.61%
5 Years (annualized)
+18.01%
10 Years (annualized)
+17.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMCVX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.02%
Peer Avg (YTD)
+9.89%
vs Peers
+3.13%

JMCVX Mutual Fund Performance

JMCVX performance across multiple time periods: 1-month 0.06%, YTD 13.02%, 1-year 14.28%, 3-year 23.61%, 5-year 18.01%, 10-year 17.35%.

JMCVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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