JVMCX Mutual Fund

NAV$29.63

Returns Overview

1 Month
+4.36%
3 Months
+9.41%
6 Months
+10.40%
YTD
+9.50%
1 Year
+15.43%
3 Years (annualized)
+16.56%
5 Years (annualized)
+10.46%
10 Years (annualized)
+11.02%

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
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)
+9.50%
Peer Avg (YTD)
+10.82%
vs Peers
-1.32%

JVMCX Mutual Fund Performance

JVMCX performance across multiple time periods: 1-month 4.36%, YTD 9.50%, 1-year 15.43%, 3-year 16.56%, 5-year 10.46%, 10-year 11.02%.

JVMCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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