JVMAX Mutual Fund

JVMAX Mutual Fund

NAV$30.44
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Returns Overview

1 Month
+6.92%
3 Months
+2.01%
6 Months
+8.35%
YTD
+15.43%
1 Year
+18.17%
3 Years (annualized)
+18.25%
5 Years (annualized)
+9.57%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMAX 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)
+15.43%
Peer Avg (YTD)
+10.76%
vs Peers
+4.67%

JVMAX Mutual Fund Performance

JVMAX performance across multiple time periods: 1-month 6.92%, YTD 15.43%, 1-year 18.17%, 3-year 18.25%, 5-year 9.57%, 10-year 10.99%.

JVMAX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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