JGVVX Mutual Fund

JGVVX Mutual Fund

NAV$46.50
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Returns Overview

1 Month
+1.99%
3 Months
-2.15%
6 Months
+13.11%
YTD
+3.55%
1 Year
+3.38%
3 Years (annualized)
+18.46%
5 Years (annualized)
+9.59%
10 Years (annualized)
+18.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGVVX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+3.55%
Peer Avg (YTD)
+8.67%
vs Peers
-5.12%

JGVVX Mutual Fund Performance

JGVVX performance across multiple time periods: 1-month 1.99%, YTD 3.55%, 1-year 3.38%, 3-year 18.46%, 5-year 9.59%, 10-year 18.10%.

JGVVX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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