JVSCX Mutual Fund

JVSCX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
-5.99%
3 Months
-7.97%
6 Months
+1.55%
YTD
+2.56%
1 Year
+15.32%
3 Years (annualized)
+18.31%
5 Years (annualized)
+10.95%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVSCX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+2.56%
Peer Avg (YTD)
+6.72%
vs Peers
-4.17%

JVSCX Mutual Fund Performance

JVSCX performance across multiple time periods: 1-month -5.99%, YTD 2.56%, 1-year 15.32%, 3-year 18.31%, 5-year 10.95%, 10-year 12.96%.

JVSCX returns trail the peer average of 6.72% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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