38
ValueAvoid
JM Value
JM · Direct–Growth · rank #16 of 22 by Smart Score
Data updated
Trailing returns
1 Year
2.1%
-0.9% vs index
3 Years
12.8%
+1.2% vs index
5 Years
15.3%
+4.9% vs index
Since launch
15.9%
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
+1.1%+3.1% vs index
Why this score
JM Value scores 38/100 — #16 of 22 Value fund (Avoid). It stands out for 5y return — beating 91% 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 return15.29% · 91st percentile in category
3Y return12.76% · 28th percentile in category
Sharpe ratio0.35 · 21st percentile in category
Volatility17.16 · 21st percentile in category
Alpha-1.14 · 21st percentile in category
Expense ratio1.50% · 26th percentile in category