JNVSX Mutual Fund

JNVSX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
+3.97%
3 Months
+4.79%
6 Months
+2.09%
YTD
+3.64%
1 Year
+1.06%
3 Years (annualized)
+4.99%
5 Years (annualized)
+3.98%
10 Years (annualized)
+8.34%

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
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📉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)
+3.64%
Peer Avg (YTD)
+9.54%
vs Peers
-5.90%

JNVSX Mutual Fund Performance

JNVSX performance across multiple time periods: 1-month 3.97%, YTD 3.64%, 1-year 1.06%, 3-year 4.99%, 5-year 3.98%, 10-year 8.34%.

JNVSX returns trail the peer average of 9.54% 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.