JVMCX Mutual Fund

JVMCX Mutual Fund

NAV$29.82
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Returns Overview

1 Month
+2.90%
3 Months
+6.02%
6 Months
+9.08%
YTD
+12.68%
1 Year
+16.64%
3 Years (annualized)
+12.70%
5 Years (annualized)
+8.92%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.68%
Peer Avg (YTD)
+9.54%
vs Peers
+3.14%

JVMCX Mutual Fund Performance

JVMCX performance across multiple time periods: 1-month 2.90%, YTD 12.68%, 1-year 16.64%, 3-year 12.70%, 5-year 8.92%, 10-year 9.77%.

JVMCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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