JVAAX Mutual Fund

JVAAX Mutual Fund

NAV$41.13
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Returns Overview

1 Month
-4.33%
3 Months
+0.58%
6 Months
+11.29%
YTD
+9.91%
1 Year
+13.70%
3 Years (annualized)
+16.38%
5 Years (annualized)
+9.77%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAAX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+10.00%
vs Peers
-0.08%

JVAAX Mutual Fund Performance

JVAAX performance across multiple time periods: 1-month -4.33%, YTD 9.91%, 1-year 13.70%, 3-year 16.38%, 5-year 9.77%, 10-year 10.61%.

JVAAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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