JMVNX Mutual Fund

JMVNX Mutual Fund

NAV$17.67
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Returns Overview

1 Month
+6.23%
3 Months
-0.46%
YTD
+19.59%
1 Year
+22.50%
3 Years (annualized)
+20.67%
5 Years (annualized)
+11.28%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMVNX 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 Total Return(^RMCCVTR)
This Mutual Fund (YTD)
+19.59%
Peer Avg (YTD)
+10.76%
vs Peers
+8.83%

JMVNX Mutual Fund Performance

JMVNX performance across multiple time periods: 1-month 6.23%, YTD 19.59%, 1-year 22.50%, 3-year 20.67%, 5-year 11.28%, 10-year 11.43%.

JMVNX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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