JCVSX Mutual Fund

JCVSX Mutual Fund

NAV$22.29
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Returns Overview

1 Month
-4.36%
3 Months
+5.34%
6 Months
+18.97%
YTD
+10.83%
1 Year
+16.83%
3 Years (annualized)
+13.09%
5 Years (annualized)
+9.00%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVSX 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)
+10.83%
Peer Avg (YTD)
+10.00%
vs Peers
+0.83%

JCVSX Mutual Fund Performance

JCVSX performance across multiple time periods: 1-month -4.36%, YTD 10.83%, 1-year 16.83%, 3-year 13.09%, 5-year 9.00%, 10-year 9.75%.

JCVSX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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