JSVDX Mutual Fund

JSVDX Mutual Fund

NAV$15.87
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Returns Overview

1 Month
-5.90%
3 Months
-7.73%
6 Months
+2.02%
YTD
+3.30%
1 Year
+6.85%
3 Years (annualized)
+13.47%
5 Years (annualized)
+8.08%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVDX 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
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📉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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+3.30%
Peer Avg (YTD)
+6.72%
vs Peers
-3.42%

JSVDX Mutual Fund Performance

JSVDX performance across multiple time periods: 1-month -5.90%, YTD 3.30%, 1-year 6.85%, 3-year 13.47%, 5-year 8.08%, 10-year 8.62%.

JSVDX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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