JCVWX Mutual Fund

JCVWX Mutual Fund

NAV$22.86
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Returns Overview

1 Month
+7.73%
3 Months
+13.27%
6 Months
+15.25%
YTD
+15.01%
1 Year
+25.98%
3 Years (annualized)
+11.41%
5 Years (annualized)
+9.66%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVWX 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)
+15.01%
Peer Avg (YTD)
+11.41%
vs Peers
+3.60%

JCVWX Mutual Fund Performance

JCVWX performance across multiple time periods: 1-month 7.73%, YTD 15.01%, 1-year 25.98%, 3-year 11.41%, 5-year 9.66%, 10-year 9.89%.

JCVWX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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