37
ValueAvoid
JM Value
JM · Direct–Growth · rank #16 of 23 by Smart Score
Data updated
Trailing returns
1 Year
-2.1%
+2.6% vs index
3 Years
10.8%
+1.4% vs index
5 Years
13.0%
+5.1% vs index
Since launch
15.6%
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
-1.0%+5.0% vs index
Why this score
JM Value scores 37/100 — #16 of 23 Value fund (Avoid). It stands out for 5y return — beating 86% of peers on 5y return. The main drag is its 3y return (better than only 28% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return12.97% · 86th percentile in category
3Y return10.77% · 28th percentile in category
Sharpe ratio0.25 · 21st percentile in category
Expense ratio1.59% · 15th percentile in category
Volatility17.24 · 21st percentile in category
Sortino ratio0.33 · 21st percentile in category