JVMSX Mutual Fund

JVMSX Mutual Fund

NAV$32.18
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Returns Overview

1 Month
+6.90%
3 Months
+1.99%
6 Months
+8.29%
YTD
+15.33%
1 Year
+18.00%
3 Years (annualized)
+18.08%
5 Years (annualized)
+9.42%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMSX 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)
+15.33%
Peer Avg (YTD)
+8.01%
vs Peers
+7.32%

JVMSX Mutual Fund Performance

JVMSX performance across multiple time periods: 1-month 6.90%, YTD 15.33%, 1-year 18.00%, 3-year 18.08%, 5-year 9.42%, 10-year 10.84%.

JVMSX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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