JVLCX Mutual Fund

JVLCX Mutual Fund

NAV$27.74
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Returns Overview

1 Month
+1.93%
3 Months
+4.35%
6 Months
+11.54%
YTD
+19.88%
1 Year
+26.19%
3 Years (annualized)
+28.30%
5 Years (annualized)
+21.84%
10 Years (annualized)
+18.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVLCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+19.88%
Peer Avg (YTD)
+12.44%
vs Peers
+7.44%

JVLCX Mutual Fund Performance

JVLCX performance across multiple time periods: 1-month 1.93%, YTD 19.88%, 1-year 26.19%, 3-year 28.30%, 5-year 21.84%, 10-year 18.58%.

JVLCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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