JVMAX Mutual Fund

JVMAX Mutual Fund

NAV$29.01
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Returns Overview

1 Month
-5.90%
3 Months
-1.75%
6 Months
+7.68%
YTD
+7.97%
1 Year
+8.11%
3 Years (annualized)
+14.93%
5 Years (annualized)
+9.79%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+6.72%
vs Peers
+1.25%

JVMAX Mutual Fund Performance

JVMAX performance across multiple time periods: 1-month -5.90%, YTD 7.97%, 1-year 8.11%, 3-year 14.93%, 5-year 9.79%, 10-year 10.58%.

JVMAX returns outperform 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.

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