JCVSX Mutual Fund

JCVSX Mutual Fund

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Returns Overview

1 Month
+6.64%
3 Months
+4.33%
6 Months
+18.06%
YTD
+18.18%
1 Year
+25.08%
3 Years (annualized)
+17.74%
5 Years (annualized)
+8.78%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVSX 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
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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)
+18.18%
Peer Avg (YTD)
+12.44%
vs Peers
+5.74%

JCVSX Mutual Fund Performance

JCVSX performance across multiple time periods: 1-month 6.64%, YTD 18.18%, 1-year 25.08%, 3-year 17.74%, 5-year 8.78%, 10-year 10.01%.

JCVSX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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