JMVNX Mutual Fund

JMVNX Mutual Fund

NAV$17.63
See how much of JMVNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.17%
3 Months
+7.44%
YTD
+20.14%
1 Year
+28.19%
3 Years (annualized)
+15.49%
5 Years (annualized)
+12.24%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVNX 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 Midcap Value Total Return(^RMCCVTR)
This Mutual Fund (YTD)
+20.14%
Peer Avg (YTD)
+9.54%
vs Peers
+10.60%

JMVNX Mutual Fund Performance

JMVNX performance across multiple time periods: 1-month 0.17%, YTD 20.14%, 1-year 28.19%, 3-year 15.49%, 5-year 12.24%, 10-year 11.32%.

JMVNX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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