JMVZX Mutual Fund

JMVZX Mutual Fund

NAV$30.07
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Returns Overview

1 Month
-6.64%
3 Months
-4.61%
6 Months
+3.91%
YTD
+5.04%
1 Year
+6.65%
3 Years (annualized)
+11.09%
5 Years (annualized)
+5.60%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVZX 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)
+5.04%
Peer Avg (YTD)
+6.73%
vs Peers
-1.69%

JMVZX Mutual Fund Performance

JMVZX performance across multiple time periods: 1-month -6.64%, YTD 5.04%, 1-year 6.65%, 3-year 11.09%, 5-year 5.60%, 10-year 7.68%.

JMVZX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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