JVAPX Mutual Fund

JVAPX Mutual Fund

NAV$40.23
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Returns Overview

1 Month
-4.32%
3 Months
+0.56%
6 Months
+11.28%
YTD
+9.91%
1 Year
+13.71%
3 Years (annualized)
+14.23%
5 Years (annualized)
+8.20%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAPX 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
-0.09%

JVAPX Mutual Fund Performance

JVAPX performance across multiple time periods: 1-month -4.32%, YTD 9.91%, 1-year 13.71%, 3-year 14.23%, 5-year 8.20%, 10-year 10.67%.

JVAPX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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