JMVQX Mutual Fund

JMVQX Mutual Fund

NAV$33.93
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Returns Overview

1 Month
-6.63%
3 Months
-4.53%
6 Months
+4.14%
YTD
+5.39%
1 Year
+7.16%
3 Years (annualized)
+13.63%
5 Years (annualized)
+7.29%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVQX 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(^RMCCV)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+6.72%
vs Peers
-1.34%

JMVQX Mutual Fund Performance

JMVQX performance across multiple time periods: 1-month -6.63%, YTD 5.39%, 1-year 7.16%, 3-year 13.63%, 5-year 7.29%, 10-year 9.06%.

JMVQX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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