JNVYX Mutual Fund

JNVYX Mutual Fund

NAV$17.52
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Returns Overview

1 Month
+0.43%
3 Months
+2.38%
6 Months
-0.21%
YTD
-0.21%
1 Year
-2.30%
3 Years (annualized)
+4.30%
5 Years (annualized)
+3.65%

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)
-0.21%
Peer Avg (YTD)
+10.82%
vs Peers
-11.02%

JNVYX Mutual Fund Performance

JNVYX performance across multiple time periods: 1-month 0.43%, YTD -0.21%, 1-year -2.30%, 3-year 4.30%, 5-year 3.65%.

JNVYX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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