JCVSX Mutual Fund

JCVSX Mutual Fund

NAV$22.88
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Returns Overview

1 Month
+7.67%
3 Months
+13.16%
6 Months
+14.98%
YTD
+14.68%
1 Year
+25.33%
3 Years (annualized)
+10.87%
5 Years (annualized)
+9.13%
10 Years (annualized)
+9.34%

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
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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)
+14.68%
Peer Avg (YTD)
+11.41%
vs Peers
+3.27%

JCVSX Mutual Fund Performance

JCVSX performance across multiple time periods: 1-month 7.67%, YTD 14.68%, 1-year 25.33%, 3-year 10.87%, 5-year 9.13%, 10-year 9.34%.

JCVSX returns outperform the peer average of 11.41% 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.