JVARX Mutual Fund

JVARX Mutual Fund

NAV$41.61
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Returns Overview

1 Month
-4.28%
3 Months
+0.67%
6 Months
+11.51%
YTD
+10.23%
1 Year
+14.17%
3 Years (annualized)
+14.74%
5 Years (annualized)
+8.68%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVARX 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%

JVARX Mutual Fund Performance

JVARX performance across multiple time periods: 1-month -4.28%, YTD 10.23%, 1-year 14.17%, 3-year 14.74%, 5-year 8.68%, 10-year 11.11%.

JVARX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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