JCVCX Mutual Fund

NAV$21.48

Returns Overview

1 Month
+2.02%
3 Months
+12.73%
6 Months
+6.16%
YTD
+4.85%
1 Year
+11.86%
3 Years (annualized)
+7.76%
5 Years (annualized)
+5.49%
10 Years (annualized)
+8.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+9.49%
vs Peers
-4.64%

JCVCX Mutual Fund Performance

JCVCX performance across multiple time periods: 1-month 2.02%, YTD 4.85%, 1-year 11.86%, 3-year 7.76%, 5-year 5.49%, 10-year 8.38%.

JCVCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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