JNVSX Mutual Fund

NAV$17.01

Returns Overview

1 Month
+4.48%
3 Months
+4.68%
6 Months
+0.77%
YTD
+3.47%
1 Year
-2.54%
3 Years (annualized)
+4.04%
5 Years (annualized)
+3.87%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNVSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+10.82%
vs Peers
-7.35%

JNVSX Mutual Fund Performance

JNVSX performance across multiple time periods: 1-month 4.48%, YTD 3.47%, 1-year -2.54%, 3-year 4.04%, 5-year 3.87%, 10-year 8.55%.

JNVSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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