JCVCX Mutual Fund

JCVCX Mutual Fund

NAV$21.64
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Returns Overview

1 Month
+7.63%
3 Months
+12.97%
6 Months
+14.63%
YTD
+14.25%
1 Year
+24.54%
3 Years (annualized)
+10.18%
5 Years (annualized)
+8.45%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.25%
Peer Avg (YTD)
+11.41%
vs Peers
+2.84%

JCVCX Mutual Fund Performance

JCVCX performance across multiple time periods: 1-month 7.63%, YTD 14.25%, 1-year 24.54%, 3-year 10.18%, 5-year 8.45%, 10-year 8.66%.

JCVCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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