JMVZX Mutual Fund

JMVZX Mutual Fund

NAV$31.75
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Returns Overview

1 Month
+4.54%
3 Months
+8.93%
6 Months
+11.08%
YTD
+10.12%
1 Year
+15.48%
3 Years (annualized)
+10.03%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVZX 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)
+10.12%
Peer Avg (YTD)
+10.82%
vs Peers
-0.70%

JMVZX Mutual Fund Performance

JMVZX performance across multiple time periods: 1-month 4.54%, YTD 10.12%, 1-year 15.48%, 3-year 10.03%, 5-year 6.04%, 10-year 8.01%.

JMVZX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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