JVSIX Mutual Fund

JVSIX Mutual Fund

NAV$16.07
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Returns Overview

1 Month
-5.89%
3 Months
-7.75%
6 Months
+2.00%
YTD
+3.26%
1 Year
+6.85%
3 Years (annualized)
+13.50%
5 Years (annualized)
+8.11%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVSIX 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)
+3.26%
Peer Avg (YTD)
+6.72%
vs Peers
-3.46%

JVSIX Mutual Fund Performance

JVSIX performance across multiple time periods: 1-month -5.89%, YTD 3.26%, 1-year 6.85%, 3-year 13.50%, 5-year 8.11%, 10-year 8.66%.

JVSIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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