JMVAX Mutual Fund

JMVAX Mutual Fund

NAV$17.32
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Returns Overview

1 Month
+3.51%
3 Months
+8.22%
6 Months
+14.21%
YTD
+13.08%
1 Year
+20.39%
3 Years (annualized)
+10.90%
5 Years (annualized)
+7.32%
10 Years (annualized)
+8.58%

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
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📉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)
+10.82%
vs Peers
+2.26%

JMVAX Mutual Fund Performance

JMVAX performance across multiple time periods: 1-month 3.51%, YTD 13.08%, 1-year 20.39%, 3-year 10.90%, 5-year 7.32%, 10-year 8.58%.

JMVAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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