JMVQX Mutual Fund

JMVQX Mutual Fund

NAV$35.00
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Returns Overview

1 Month
+1.84%
3 Months
+5.44%
6 Months
+9.59%
YTD
+13.44%
1 Year
+16.76%
3 Years (annualized)
+12.12%
5 Years (annualized)
+8.01%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVQX 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
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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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+9.54%
vs Peers
+3.90%

JMVQX Mutual Fund Performance

JMVQX performance across multiple time periods: 1-month 1.84%, YTD 13.44%, 1-year 16.76%, 3-year 12.12%, 5-year 8.01%, 10-year 9.06%.

JMVQX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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