JVAIX Mutual Fund

JVAIX Mutual Fund

NAV$41.75
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Returns Overview

1 Month
-4.29%
3 Months
+0.67%
6 Months
+11.50%
YTD
+10.23%
1 Year
+14.15%
3 Years (annualized)
+14.75%
5 Years (annualized)
+9.01%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAIX 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)
+10.23%
Peer Avg (YTD)
+10.00%
vs Peers
+0.23%

JVAIX Mutual Fund Performance

JVAIX performance across multiple time periods: 1-month -4.29%, YTD 10.23%, 1-year 14.15%, 3-year 14.75%, 5-year 9.01%, 10-year 10.46%.

JVAIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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