JLVMX Mutual Fund

NAV$24.04

Returns Overview

1 Month
+2.17%
3 Months
+10.36%
6 Months
+9.56%
YTD
+8.23%
1 Year
+21.93%
3 Years (annualized)
+14.81%
5 Years (annualized)
+10.08%
10 Years (annualized)
+12.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLVMX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+9.49%
vs Peers
-1.26%

JLVMX Mutual Fund Performance

JLVMX performance across multiple time periods: 1-month 2.17%, YTD 8.23%, 1-year 21.93%, 3-year 14.81%, 5-year 10.08%, 10-year 12.85%.

JLVMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

JLVMX performance comparison shows side-by-side returns with another fund. JLVMX alternatives are available in the Mutual Fund Screener.