JVMIX Mutual Fund

JVMIX Mutual Fund

NAV$32.52
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Returns Overview

1 Month
+6.94%
3 Months
+2.07%
6 Months
+8.50%
YTD
+15.71%
1 Year
+18.44%
3 Years (annualized)
+18.54%
5 Years (annualized)
+9.84%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVMIX 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)
+15.71%
Peer Avg (YTD)
+10.76%
vs Peers
+4.95%

JVMIX Mutual Fund Performance

JVMIX performance across multiple time periods: 1-month 6.94%, YTD 15.71%, 1-year 18.44%, 3-year 18.54%, 5-year 9.84%, 10-year 11.26%.

JVMIX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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