JMVNX Mutual Fund

JMVNX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
-5.54%
3 Months
-6.13%
YTD
+12.58%
1 Year
+14.31%
3 Years (annualized)
+15.49%
5 Years (annualized)
+12.24%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVNX 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 Total Return(^RMCCVTR)
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+6.73%
vs Peers
+5.85%

JMVNX Mutual Fund Performance

JMVNX performance across multiple time periods: 1-month -5.54%, YTD 12.58%, 1-year 14.31%, 3-year 15.49%, 5-year 12.24%, 10-year 11.32%.

JMVNX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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