JVMTX Mutual Fund

JVMTX Mutual Fund

NAV$31.54
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Returns Overview

1 Month
+2.99%
3 Months
+6.28%
6 Months
+9.55%
YTD
+13.27%
1 Year
+17.68%
3 Years (annualized)
+13.67%
5 Years (annualized)
+9.86%
10 Years (annualized)
+10.72%

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
PROUpgrade to run
🏦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)
+13.27%
Peer Avg (YTD)
+9.54%
vs Peers
+3.73%

JVMTX Mutual Fund Performance

JVMTX performance across multiple time periods: 1-month 2.99%, YTD 13.27%, 1-year 17.68%, 3-year 13.67%, 5-year 9.86%, 10-year 10.72%.

JVMTX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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