JVMAX Mutual Fund

NAV$30.21

Returns Overview

1 Month
+4.43%
3 Months
+9.60%
6 Months
+10.79%
YTD
+9.89%
1 Year
+16.30%
3 Years (annualized)
+13.58%
5 Years (annualized)
+9.08%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+10.82%
vs Peers
-0.92%

JVMAX Mutual Fund Performance

JVMAX performance across multiple time periods: 1-month 4.43%, YTD 9.89%, 1-year 16.30%, 3-year 13.58%, 5-year 9.08%, 10-year 10.73%.

JVMAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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