JVMIX Mutual Fund

JVMIX Mutual Fund

NAV$30.55
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Returns Overview

1 Month
+1.43%
3 Months
+9.12%
6 Months
+7.17%
YTD
+14.99%
1 Year
+16.29%
3 Years (annualized)
+15.23%
5 Years (annualized)
+10.07%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMIX 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)
+14.99%
Peer Avg (YTD)
+9.89%
vs Peers
+5.10%

JVMIX Mutual Fund Performance

JVMIX performance across multiple time periods: 1-month 1.43%, YTD 14.99%, 1-year 16.29%, 3-year 15.23%, 5-year 10.07%, 10-year 10.86%.

JVMIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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