JMVCX Mutual Fund

NAV$16.96

Returns Overview

1 Month
+3.33%
3 Months
+7.98%
6 Months
+13.69%
YTD
+12.54%
1 Year
+19.25%
3 Years (annualized)
+9.80%
5 Years (annualized)
+8.49%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVCX 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)
+12.54%
Peer Avg (YTD)
+10.82%
vs Peers
+1.73%

JMVCX Mutual Fund Performance

JMVCX performance across multiple time periods: 1-month 3.33%, YTD 12.54%, 1-year 19.25%, 3-year 9.80%, 5-year 8.49%, 10-year 11.17%.

JMVCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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