JCVCX Mutual Fund

JCVCX Mutual Fund

NAV$20.84
See how much of JCVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.27%
3 Months
+12.30%
6 Months
+16.97%
YTD
+16.85%
1 Year
+18.48%
3 Years (annualized)
+12.39%
5 Years (annualized)
+8.33%
10 Years (annualized)
+9.08%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+16.85%
Peer Avg (YTD)
+12.44%
vs Peers
+4.41%

JCVCX Mutual Fund Performance

JCVCX performance across multiple time periods: 1-month 2.27%, YTD 16.85%, 1-year 18.48%, 3-year 12.39%, 5-year 8.33%, 10-year 9.08%.

JCVCX returns outperform the peer average of 12.44% 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.