JNDVX Mutual Fund

JNDVX Mutual Fund

NAV$15.25
See how much of JNDVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.13%
3 Months
+1.28%
6 Months
+14.11%
YTD
+13.73%
1 Year
+17.07%
3 Years (annualized)
+19.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNDVX 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 Value Index(RLV)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+8.68%
vs Peers
+5.05%

JNDVX Mutual Fund Performance

JNDVX performance across multiple time periods: 1-month -3.13%, YTD 13.73%, 1-year 17.07%, 3-year 19.19%.

JNDVX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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