JMVYX Mutual Fund

JMVYX Mutual Fund

NAV$35.10
See how much of JMVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
+7.00%
6 Months
+5.57%
YTD
+13.06%
1 Year
+14.79%
3 Years (annualized)
+13.90%
5 Years (annualized)
+7.95%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVYX 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)
+13.06%
Peer Avg (YTD)
+9.89%
vs Peers
+3.17%

JMVYX Mutual Fund Performance

JMVYX performance across multiple time periods: 1-month 0.41%, YTD 13.06%, 1-year 14.79%, 3-year 13.90%, 5-year 7.95%, 10-year 9.33%.

JMVYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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