JVLAX Mutual Fund

JVLAX Mutual Fund

NAV$31.10
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Returns Overview

1 Month
-3.78%
3 Months
-1.72%
6 Months
+13.94%
YTD
+14.59%
1 Year
+25.50%
3 Years (annualized)
+29.14%
5 Years (annualized)
+22.65%
10 Years (annualized)
+19.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVLAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.59%
Peer Avg (YTD)
+10.00%
vs Peers
+4.59%

JVLAX Mutual Fund Performance

JVLAX performance across multiple time periods: 1-month -3.78%, YTD 14.59%, 1-year 25.50%, 3-year 29.14%, 5-year 22.65%, 10-year 19.68%.

JVLAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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