JDVPX Mutual Fund

JDVPX Mutual Fund

NAV$29.32
See how much of JDVPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.77%
3 Months
-1.75%
6 Months
+13.91%
YTD
+14.50%
1 Year
+25.60%
3 Years (annualized)
+29.28%
5 Years (annualized)
+22.76%
10 Years (annualized)
+19.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVPX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.50%
Peer Avg (YTD)
+10.00%
vs Peers
+4.51%

JDVPX Mutual Fund Performance

JDVPX performance across multiple time periods: 1-month -3.77%, YTD 14.50%, 1-year 25.60%, 3-year 29.28%, 5-year 22.76%, 10-year 19.65%.

JDVPX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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