JVMCX Mutual Fund

JVMCX Mutual Fund

NAV$30.02
See how much of JVMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.86%
3 Months
+1.82%
6 Months
+7.95%
YTD
+14.73%
1 Year
+17.30%
3 Years (annualized)
+17.36%
5 Years (annualized)
+8.77%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.73%
Peer Avg (YTD)
+10.76%
vs Peers
+3.97%

JVMCX Mutual Fund Performance

JVMCX performance across multiple time periods: 1-month 6.86%, YTD 14.73%, 1-year 17.30%, 3-year 17.36%, 5-year 8.77%, 10-year 10.16%.

JVMCX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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