JMVSX Mutual Fund

JMVSX Mutual Fund

NAV$34.15
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Returns Overview

1 Month
+1.85%
3 Months
+5.44%
6 Months
+9.61%
YTD
+13.45%
1 Year
+16.77%
3 Years (annualized)
+12.13%
5 Years (annualized)
+8.02%
10 Years (annualized)
+9.06%

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
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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)
+13.45%
Peer Avg (YTD)
+9.54%
vs Peers
+3.91%

JMVSX Mutual Fund Performance

JMVSX performance across multiple time periods: 1-month 1.85%, YTD 13.45%, 1-year 16.77%, 3-year 12.13%, 5-year 8.02%, 10-year 9.06%.

JMVSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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