JMVRX Mutual Fund

JMVRX Mutual Fund

NAV$35.00
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Returns Overview

1 Month
+0.42%
3 Months
+6.99%
6 Months
+5.56%
YTD
+14.02%
1 Year
+14.69%
3 Years (annualized)
+13.80%
5 Years (annualized)
+7.47%
10 Years (annualized)
+9.22%

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
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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)
+14.02%
Peer Avg (YTD)
+9.89%
vs Peers
+4.13%

JMVRX Mutual Fund Performance

JMVRX performance across multiple time periods: 1-month 0.42%, YTD 14.02%, 1-year 14.69%, 3-year 13.80%, 5-year 7.47%, 10-year 9.22%.

JMVRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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