JDVCX Mutual Fund

JDVCX Mutual Fund

NAV$15.54
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Returns Overview

1 Month
-2.09%
3 Months
-0.58%
6 Months
+7.33%
YTD
+2.98%
1 Year
+4.89%
3 Years (annualized)
+11.45%
5 Years (annualized)
+4.77%
10 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+4.96%
vs Peers
-1.99%

JDVCX Mutual Fund Performance

JDVCX performance across multiple time periods: 1-month -2.09%, YTD 2.98%, 1-year 4.89%, 3-year 11.45%, 5-year 4.77%, 10-year 7.57%.

JDVCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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