JVTAX Mutual Fund

JVTAX Mutual Fund

NAV$85.40
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Returns Overview

1 Month
-6.91%
3 Months
-9.44%
6 Months
+9.66%
YTD
+6.56%
1 Year
+10.04%
3 Years (annualized)
+14.16%
5 Years (annualized)
+4.05%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+10.34%
vs Peers
-3.78%

JVTAX Mutual Fund Performance

JVTAX performance across multiple time periods: 1-month -6.91%, YTD 6.56%, 1-year 10.04%, 3-year 14.16%, 5-year 4.05%, 10-year 10.09%.

JVTAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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