JMVAX Mutual Fund

JMVAX Mutual Fund

NAV$16.43
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Returns Overview

1 Month
-5.83%
3 Months
-6.66%
6 Months
+1.01%
YTD
+5.55%
1 Year
+8.76%
3 Years (annualized)
+10.64%
5 Years (annualized)
+6.90%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVAX 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)
+5.55%
Peer Avg (YTD)
+6.72%
vs Peers
-1.17%

JMVAX Mutual Fund Performance

JMVAX performance across multiple time periods: 1-month -5.83%, YTD 5.55%, 1-year 8.76%, 3-year 10.64%, 5-year 6.90%, 10-year 7.96%.

JMVAX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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