JSVSX Mutual Fund

JSVSX Mutual Fund

NAV$15.55
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Returns Overview

1 Month
-5.89%
3 Months
-7.82%
6 Months
+1.86%
YTD
+3.02%
1 Year
+6.53%
3 Years (annualized)
+13.23%
5 Years (annualized)
+7.82%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVSX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+6.72%
vs Peers
-3.70%

JSVSX Mutual Fund Performance

JSVSX performance across multiple time periods: 1-month -5.89%, YTD 3.02%, 1-year 6.53%, 3-year 13.23%, 5-year 7.82%, 10-year 8.35%.

JSVSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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