JNVSX Mutual Fund

JNVSX Mutual Fund

NAV$18.08
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Returns Overview

1 Month
+7.70%
3 Months
+5.30%
6 Months
+10.34%
YTD
+9.13%
1 Year
+9.50%
3 Years (annualized)
+10.94%
5 Years (annualized)
+4.69%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNVSX 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 Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+8.01%
vs Peers
+1.13%

JNVSX Mutual Fund Performance

JNVSX performance across multiple time periods: 1-month 7.70%, YTD 9.13%, 1-year 9.50%, 3-year 10.94%, 5-year 4.69%, 10-year 9.28%.

JNVSX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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