JNVYX Mutual Fund

JNVYX Mutual Fund

NAV$17.41
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Returns Overview

1 Month
+4.00%
3 Months
+4.83%
6 Months
+2.22%
YTD
+3.78%
1 Year
+1.33%
3 Years (annualized)
+5.25%
5 Years (annualized)
+3.75%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNVYX 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)
+3.78%
Peer Avg (YTD)
+9.54%
vs Peers
-5.76%

JNVYX Mutual Fund Performance

JNVYX performance across multiple time periods: 1-month 4.00%, YTD 3.78%, 1-year 1.33%, 3-year 5.25%, 5-year 3.75%, 10-year 8.44%.

JNVYX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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