36
ValueAvoid
JM Value
JM · Direct–Growth · rank #16 of 21 by Smart Score
Trailing returns
1 Year
-5.7%
-6.3% vs index
3 Years
14.8%
+2.6% vs index
5 Years
15.8%
+3.8% vs index
Since launch
15.8%
Year-by-year performance
2021
+37.2%+6.5% vs index
2022
+6.0%+2.3% vs index
2023
+48.7%+22.1% vs index
2024
+26.7%+11.1% vs index
2025
-3.2%-10.9% vs index
2026
-2.0%-0.3% vs index
Why this score
JM Value scores 36/100 — #16 of 21 Value fund (Avoid). It stands out for 5y return — beating 84% of peers on 5y return. The main drag is its volatility (better than only 7% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return15.75% · 84th percentile in category
Volatility19.59 · 7th percentile in category
3Y return14.78% · 33rd percentile in category
Sortino ratio0.64 · 20th percentile in category
1Y return-5.74% · 2nd percentile in category
Fund size819.75 Cr · 21st percentile in category