JAVTX Mutual Fund

JAVTX Mutual Fund

NAV$91.80
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Returns Overview

1 Month
+0.71%
3 Months
-5.38%
6 Months
-0.26%
YTD
+7.41%
1 Year
+9.22%
3 Years (annualized)
+17.88%
5 Years (annualized)
+2.41%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAVTX 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)
+7.41%
Peer Avg (YTD)
+12.21%
vs Peers
-4.79%

JAVTX Mutual Fund Performance

JAVTX performance across multiple time periods: 1-month 0.71%, YTD 7.41%, 1-year 9.22%, 3-year 17.88%, 5-year 2.41%, 10-year 10.14%.

JAVTX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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