JVAYX Mutual Fund

JVAYX Mutual Fund

NAV$41.68
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Returns Overview

1 Month
-4.27%
3 Months
+0.70%
6 Months
+11.55%
YTD
+10.31%
1 Year
+14.27%
3 Years (annualized)
+16.95%
5 Years (annualized)
+10.30%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAYX 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
PROUpgrade to run
🏦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)
+10.31%
Peer Avg (YTD)
+10.00%
vs Peers
+0.31%

JVAYX Mutual Fund Performance

JVAYX performance across multiple time periods: 1-month -4.27%, YTD 10.31%, 1-year 14.27%, 3-year 16.95%, 5-year 10.30%, 10-year 11.22%.

JVAYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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