JCMVX Mutual Fund

JCMVX Mutual Fund

NAV$30.65
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Returns Overview

1 Month
-6.67%
3 Months
-4.71%
6 Months
+3.76%
YTD
+4.83%
1 Year
+6.39%
3 Years (annualized)
+12.78%
5 Years (annualized)
+6.88%
10 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCMVX 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)
+4.83%
Peer Avg (YTD)
+6.72%
vs Peers
-1.89%

JCMVX Mutual Fund Performance

JCMVX performance across multiple time periods: 1-month -6.67%, YTD 4.83%, 1-year 6.39%, 3-year 12.78%, 5-year 6.88%, 10-year 8.21%.

JCMVX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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