JMVSX Mutual Fund

NAV$35.97

Returns Overview

1 Month
+4.59%
3 Months
+9.07%
6 Months
+11.39%
YTD
+10.40%
1 Year
+16.08%
3 Years (annualized)
+10.76%
5 Years (annualized)
+6.68%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVSX 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

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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)
+10.40%
Peer Avg (YTD)
+10.82%
vs Peers
-0.42%

JMVSX Mutual Fund Performance

JMVSX performance across multiple time periods: 1-month 4.59%, YTD 10.40%, 1-year 16.08%, 3-year 10.76%, 5-year 6.68%, 10-year 8.61%.

JMVSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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