JSVZX Mutual Fund

JSVZX Mutual Fund

NAV$28.37
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Returns Overview

1 Month
-5.38%
3 Months
-6.10%
6 Months
+10.87%
YTD
+14.19%
1 Year
+20.49%
3 Years (annualized)
+16.57%
5 Years (annualized)
+8.12%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVZX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+10.34%
vs Peers
+3.85%

JSVZX Mutual Fund Performance

JSVZX performance across multiple time periods: 1-month -5.38%, YTD 14.19%, 1-year 20.49%, 3-year 16.57%, 5-year 8.12%, 10-year 8.92%.

JSVZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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