JVMCX Mutual Fund

JVMCX Mutual Fund

NAV$28.63
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Returns Overview

1 Month
-5.98%
3 Months
-1.95%
6 Months
+7.28%
YTD
+7.37%
1 Year
+16.14%
3 Years (annualized)
+22.39%
5 Years (annualized)
+16.05%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMCX 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)
+7.37%
Peer Avg (YTD)
+6.72%
vs Peers
+0.64%

JVMCX Mutual Fund Performance

JVMCX performance across multiple time periods: 1-month -5.98%, YTD 7.37%, 1-year 16.14%, 3-year 22.39%, 5-year 16.05%, 10-year 15.58%.

JVMCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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