JVACX Mutual Fund

JVACX Mutual Fund

NAV$41.05
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Returns Overview

1 Month
-4.36%
3 Months
+0.43%
6 Months
+11.00%
YTD
+9.51%
1 Year
+13.12%
3 Years (annualized)
+15.79%
5 Years (annualized)
+9.22%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVACX 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)
+9.51%
Peer Avg (YTD)
+10.00%
vs Peers
-0.49%

JVACX Mutual Fund Performance

JVACX performance across multiple time periods: 1-month -4.36%, YTD 9.51%, 1-year 13.12%, 3-year 15.79%, 5-year 9.22%, 10-year 10.06%.

JVACX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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