JMIVX Mutual Fund

NAV$16.78

Returns Overview

1 Month
+0.06%
3 Months
-2.97%
6 Months
+6.72%
YTD
+6.59%
1 Year
+5.69%
3 Years (annualized)
+3.28%
5 Years (annualized)
+6.03%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMIVX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.59%
Peer Avg (YTD)
+6.42%
vs Peers
+0.17%

JMIVX Mutual Fund Performance

JMIVX performance across multiple time periods: 1-month 0.06%, YTD 6.59%, 1-year 5.69%, 3-year 3.28%, 5-year 6.03%, 10-year 5.91%.

JMIVX returns outperform the peer average of 6.42% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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