JVMTX Mutual Fund

JVMTX Mutual Fund

NAV$30.61
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Returns Overview

1 Month
+1.40%
3 Months
+9.07%
6 Months
+7.08%
YTD
+14.86%
1 Year
+16.13%
3 Years (annualized)
+23.71%
5 Years (annualized)
+15.83%
10 Years (annualized)
+16.25%

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)
+14.86%
Peer Avg (YTD)
+9.89%
vs Peers
+4.97%

JVMTX Mutual Fund Performance

JVMTX performance across multiple time periods: 1-month 1.40%, YTD 14.86%, 1-year 16.13%, 3-year 23.71%, 5-year 15.83%, 10-year 16.25%.

JVMTX returns outperform the peer average of 9.89% 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.