JMVRX Mutual Fund

NAV$36.85

Returns Overview

1 Month
+4.60%
3 Months
+9.14%
6 Months
+11.47%
YTD
+10.47%
1 Year
+16.23%
3 Years (annualized)
+10.94%
5 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVRX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+10.82%
vs Peers
-0.35%

JMVRX Mutual Fund Performance

JMVRX performance across multiple time periods: 1-month 4.60%, YTD 10.47%, 1-year 16.23%, 3-year 10.94%, 5-year 6.85%.

JMVRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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