JMVIX Mutual Fund

JMVIX Mutual Fund

NAV$16.94
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Returns Overview

1 Month
-5.89%
3 Months
-6.74%
6 Months
+0.80%
YTD
+5.17%
1 Year
+17.46%
3 Years (annualized)
+22.81%
5 Years (annualized)
+17.24%
10 Years (annualized)
+16.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVIX 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)
+5.17%
Peer Avg (YTD)
+6.72%
vs Peers
-1.55%

JMVIX Mutual Fund Performance

JMVIX performance across multiple time periods: 1-month -5.89%, YTD 5.17%, 1-year 17.46%, 3-year 22.81%, 5-year 17.24%, 10-year 16.62%.

JMVIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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