JVTIX Mutual Fund

JVTIX Mutual Fund

NAV$92.37
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Returns Overview

1 Month
-6.89%
3 Months
-9.38%
6 Months
+9.79%
YTD
+6.77%
1 Year
+15.97%
3 Years (annualized)
+20.79%
5 Years (annualized)
+11.05%
10 Years (annualized)
+16.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTIX 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)
+6.77%
Peer Avg (YTD)
+10.34%
vs Peers
-3.58%

JVTIX Mutual Fund Performance

JVTIX performance across multiple time periods: 1-month -6.89%, YTD 6.77%, 1-year 15.97%, 3-year 20.79%, 5-year 11.05%, 10-year 16.66%.

JVTIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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