JMVQX Mutual Fund

JMVQX Mutual Fund

NAV$35.71
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Returns Overview

1 Month
+4.61%
3 Months
+9.08%
6 Months
+11.39%
YTD
+10.38%
1 Year
+16.06%
3 Years (annualized)
+10.74%
5 Years (annualized)
+6.66%

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)
+10.38%
Peer Avg (YTD)
+10.82%
vs Peers
-0.43%

JMVQX Mutual Fund Performance

JMVQX performance across multiple time periods: 1-month 4.61%, YTD 10.38%, 1-year 16.06%, 3-year 10.74%, 5-year 6.66%.

JMVQX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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