JMVSX Mutual Fund

JMVSX Mutual Fund

NAV$33.78
See how much of JMVSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
+6.95%
6 Months
+5.48%
YTD
+13.90%
1 Year
+14.52%
3 Years (annualized)
+13.63%
5 Years (annualized)
+7.31%
10 Years (annualized)
+8.83%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.90%
Peer Avg (YTD)
+9.89%
vs Peers
+4.01%

JMVSX Mutual Fund Performance

JMVSX performance across multiple time periods: 1-month 0.40%, YTD 13.90%, 1-year 14.52%, 3-year 13.63%, 5-year 7.31%, 10-year 8.83%.

JMVSX returns outperform the peer average of 9.89% 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.