JVMCX Mutual Fund

JVMCX Mutual Fund

NAV$28.23
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Returns Overview

1 Month
+1.34%
3 Months
+8.83%
6 Months
+6.63%
YTD
+14.19%
1 Year
+15.11%
3 Years (annualized)
+22.39%
5 Years (annualized)
+16.05%
10 Years (annualized)
+15.58%

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)
+14.19%
Peer Avg (YTD)
+9.89%
vs Peers
+4.30%

JVMCX Mutual Fund Performance

JVMCX performance across multiple time periods: 1-month 1.34%, YTD 14.19%, 1-year 15.11%, 3-year 22.39%, 5-year 16.05%, 10-year 15.58%.

JVMCX returns outperform the peer average of 9.89% 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.