JVMRX Mutual Fund

JVMRX Mutual Fund

NAV$31.24
See how much of JVMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.02%
3 Months
+6.33%
6 Months
+9.68%
YTD
+13.44%
1 Year
+17.96%
3 Years (annualized)
+13.96%
5 Years (annualized)
+10.14%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+9.54%
vs Peers
+3.90%

JVMRX Mutual Fund Performance

JVMRX performance across multiple time periods: 1-month 3.02%, YTD 13.44%, 1-year 17.96%, 3-year 13.96%, 5-year 10.14%, 10-year 11.00%.

JVMRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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