JMVPX Mutual Fund

NAV$34.43
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Returns Overview

1 Month
+4.56%
3 Months
+9.02%
6 Months
+11.26%
YTD
+10.25%
1 Year
+15.78%
3 Years (annualized)
+10.41%
5 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVPX 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

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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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+10.82%
vs Peers
-0.56%

JMVPX Mutual Fund Performance

JMVPX performance across multiple time periods: 1-month 4.56%, YTD 10.25%, 1-year 15.78%, 3-year 10.41%, 5-year 6.37%.

JMVPX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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