JMVIX Mutual Fund

JMVIX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
+5.77%
3 Months
-0.40%
6 Months
+0.58%
YTD
+12.39%
1 Year
+15.78%
3 Years (annualized)
+15.83%
5 Years (annualized)
+7.97%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVIX 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)
+12.39%
Peer Avg (YTD)
+10.76%
vs Peers
+1.63%

JMVIX Mutual Fund Performance

JMVIX performance across multiple time periods: 1-month 5.77%, YTD 12.39%, 1-year 15.78%, 3-year 15.83%, 5-year 7.97%, 10-year 8.58%.

JMVIX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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