JVMTX Mutual Fund

JVMTX Mutual Fund

NAV$32.18
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Returns Overview

1 Month
+4.43%
3 Months
+9.63%
6 Months
+10.86%
YTD
+9.98%
1 Year
+16.47%
3 Years (annualized)
+14.87%
5 Years (annualized)
+9.88%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMTX 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)
+9.98%
Peer Avg (YTD)
+10.82%
vs Peers
-0.83%

JVMTX Mutual Fund Performance

JVMTX performance across multiple time periods: 1-month 4.43%, YTD 9.98%, 1-year 16.47%, 3-year 14.87%, 5-year 9.88%, 10-year 11.20%.

JVMTX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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