JMVCX Mutual Fund

JMVCX Mutual Fund

NAV$16.07
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Returns Overview

1 Month
-5.90%
3 Months
-6.85%
6 Months
+0.58%
YTD
+4.83%
1 Year
+7.78%
3 Years (annualized)
+9.53%
5 Years (annualized)
+8.06%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

JMVCX Mutual Fund Performance

JMVCX performance across multiple time periods: 1-month -5.90%, YTD 4.83%, 1-year 7.78%, 3-year 9.53%, 5-year 8.06%, 10-year 10.55%.

JMVCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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