JSMVX Mutual Fund

JSMVX Mutual Fund

NAV$19.26
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Returns Overview

1 Month
+5.21%
3 Months
+7.68%
6 Months
+16.61%
YTD
+6.61%
1 Year
+9.39%
3 Years (annualized)
+7.42%
5 Years (annualized)
-3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMVX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+8.40%
vs Peers
-1.79%

JSMVX Mutual Fund Performance

JSMVX performance across multiple time periods: 1-month 5.21%, YTD 6.61%, 1-year 9.39%, 3-year 7.42%, 5-year -3.65%.

JSMVX returns trail the peer average of 8.40% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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