JAVTX Mutual Fund

JAVTX Mutual Fund

NAV$88.50
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Returns Overview

1 Month
-6.90%
3 Months
-9.41%
6 Months
+9.70%
YTD
+6.66%
1 Year
+10.17%
3 Years (annualized)
+14.30%
5 Years (annualized)
+4.17%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAVTX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+10.34%
vs Peers
-3.68%

JAVTX Mutual Fund Performance

JAVTX performance across multiple time periods: 1-month -6.90%, YTD 6.66%, 1-year 10.17%, 3-year 14.30%, 5-year 4.17%, 10-year 10.22%.

JAVTX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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