JVTCX Mutual Fund

JVTCX Mutual Fund

NAV$69.42
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Returns Overview

1 Month
-7.00%
3 Months
-9.64%
6 Months
+9.17%
YTD
+5.88%
1 Year
+9.09%
3 Years (annualized)
+13.30%
5 Years (annualized)
+3.23%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTCX 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)
+5.88%
Peer Avg (YTD)
+10.34%
vs Peers
-4.46%

JVTCX Mutual Fund Performance

JVTCX performance across multiple time periods: 1-month -7.00%, YTD 5.88%, 1-year 9.09%, 3-year 13.30%, 5-year 3.23%, 10-year 9.26%.

JVTCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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