JAMVX Mutual Fund

JAMVX Mutual Fund

NAV$18.78
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Returns Overview

1 Month
-5.78%
3 Months
-6.60%
6 Months
+1.04%
YTD
+5.54%
1 Year
+8.84%
3 Years (annualized)
+13.55%
5 Years (annualized)
+8.46%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+6.72%
vs Peers
-1.19%

JAMVX Mutual Fund Performance

JAMVX performance across multiple time periods: 1-month -5.78%, YTD 5.54%, 1-year 8.84%, 3-year 13.55%, 5-year 8.46%, 10-year 8.58%.

JAMVX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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