JMVPX Mutual Fund

JMVPX Mutual Fund

NAV$32.70
See how much of JMVPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.64%
3 Months
-4.57%
6 Months
+4.03%
YTD
+5.21%
1 Year
+6.92%
3 Years (annualized)
+11.49%
5 Years (annualized)
+6.36%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+6.72%
vs Peers
-1.51%

JMVPX Mutual Fund Performance

JMVPX performance across multiple time periods: 1-month -6.64%, YTD 5.21%, 1-year 6.92%, 3-year 11.49%, 5-year 6.36%, 10-year 8.79%.

JMVPX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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