JCVCX Mutual Fund

JCVCX Mutual Fund

NAV$21.29
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Returns Overview

1 Month
-4.44%
3 Months
+5.19%
6 Months
+18.58%
YTD
+10.29%
1 Year
+16.11%
3 Years (annualized)
+12.39%
5 Years (annualized)
+8.33%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+10.00%
vs Peers
+0.30%

JCVCX Mutual Fund Performance

JCVCX performance across multiple time periods: 1-month -4.44%, YTD 10.29%, 1-year 16.11%, 3-year 12.39%, 5-year 8.33%, 10-year 9.08%.

JCVCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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