JDVVX Mutual Fund

JDVVX Mutual Fund

NAV$29.57
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Returns Overview

1 Month
-3.74%
3 Months
-1.64%
6 Months
+14.13%
YTD
+14.86%
1 Year
+26.57%
3 Years (annualized)
+30.27%
5 Years (annualized)
+23.73%
10 Years (annualized)
+20.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVVX 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)
+14.86%
Peer Avg (YTD)
+10.00%
vs Peers
+4.86%

JDVVX Mutual Fund Performance

JDVVX performance across multiple time periods: 1-month -3.74%, YTD 14.86%, 1-year 26.57%, 3-year 30.27%, 5-year 23.73%, 10-year 20.62%.

JDVVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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