JMVAX Mutual Fund

JMVAX Mutual Fund

NAV$16.39
See how much of JMVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.12%
3 Months
+2.60%
6 Months
+1.86%
YTD
+13.21%
1 Year
+14.50%
3 Years (annualized)
+10.64%
5 Years (annualized)
+6.90%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.21%
Peer Avg (YTD)
+9.89%
vs Peers
+3.32%

JMVAX Mutual Fund Performance

JMVAX performance across multiple time periods: 1-month 0.12%, YTD 13.21%, 1-year 14.50%, 3-year 10.64%, 5-year 6.90%, 10-year 7.96%.

JMVAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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