JMVAX Mutual Fund

JMVAX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
-0.99%
3 Months
+1.07%
6 Months
+7.76%
YTD
+13.08%
1 Year
+17.84%
3 Years (annualized)
+12.48%
5 Years (annualized)
+8.76%
10 Years (annualized)
+9.00%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+9.54%
vs Peers
+3.54%

JMVAX Mutual Fund Performance

JMVAX performance across multiple time periods: 1-month -0.99%, YTD 13.08%, 1-year 17.84%, 3-year 12.48%, 5-year 8.76%, 10-year 9.00%.

JMVAX returns outperform the peer average of 9.54% 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.