JSVTX Mutual Fund

JSVTX Mutual Fund

NAV$15.87
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Returns Overview

1 Month
-5.90%
3 Months
-7.78%
6 Months
+1.96%
YTD
+3.17%
1 Year
+15.88%
3 Years (annualized)
+19.41%
5 Years (annualized)
+12.09%
10 Years (annualized)
+14.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVTX 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)
+3.17%
Peer Avg (YTD)
+6.72%
vs Peers
-3.56%

JSVTX Mutual Fund Performance

JSVTX performance across multiple time periods: 1-month -5.90%, YTD 3.17%, 1-year 15.88%, 3-year 19.41%, 5-year 12.09%, 10-year 14.19%.

JSVTX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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