JCVVX Mutual Fund

JCVVX Mutual Fund

NAV$22.57
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Returns Overview

1 Month
-4.31%
3 Months
+5.47%
6 Months
+19.21%
YTD
+11.18%
1 Year
+48.45%
3 Years (annualized)
+38.34%
5 Years (annualized)
+27.32%
10 Years (annualized)
+20.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVVX 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
PROUpgrade to run
🏦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)
+11.18%
Peer Avg (YTD)
+10.00%
vs Peers
+1.19%

JCVVX Mutual Fund Performance

JCVVX performance across multiple time periods: 1-month -4.31%, YTD 11.18%, 1-year 48.45%, 3-year 38.34%, 5-year 27.32%, 10-year 20.31%.

JCVVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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