JMVYX Mutual Fund

JMVYX Mutual Fund

NAV$36.44
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Returns Overview

1 Month
+8.15%
3 Months
+1.46%
6 Months
+7.05%
YTD
+14.24%
1 Year
+18.62%
3 Years (annualized)
+17.26%
5 Years (annualized)
+7.89%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVYX 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)
+14.24%
Peer Avg (YTD)
+8.01%
vs Peers
+6.23%

JMVYX Mutual Fund Performance

JMVYX performance across multiple time periods: 1-month 8.15%, YTD 14.24%, 1-year 18.62%, 3-year 17.26%, 5-year 7.89%, 10-year 9.68%.

JMVYX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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