JCVWX Mutual Fund

JCVWX Mutual Fund

NAV$22.58
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Returns Overview

1 Month
-4.31%
3 Months
+5.47%
6 Months
+19.26%
YTD
+11.18%
1 Year
+48.57%
3 Years (annualized)
+38.44%
5 Years (annualized)
+27.42%
10 Years (annualized)
+20.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVWX 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)
+11.18%
Peer Avg (YTD)
+10.00%
vs Peers
+1.18%

JCVWX Mutual Fund Performance

JCVWX performance across multiple time periods: 1-month -4.31%, YTD 11.18%, 1-year 48.57%, 3-year 38.44%, 5-year 27.42%, 10-year 20.41%.

JCVWX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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