JMVIX Mutual Fund

NAV$17.86

Returns Overview

1 Month
+3.40%
3 Months
+8.08%
6 Months
+13.94%
YTD
+12.77%
1 Year
+19.85%
3 Years (annualized)
+10.52%
5 Years (annualized)
+6.92%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.77%
Peer Avg (YTD)
+10.82%
vs Peers
+1.96%

JMVIX Mutual Fund Performance

JMVIX performance across multiple time periods: 1-month 3.40%, YTD 12.77%, 1-year 19.85%, 3-year 10.52%, 5-year 6.92%, 10-year 8.17%.

JMVIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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