JCVWX Mutual Fund

JCVWX Mutual Fund

NAV$23.83
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Returns Overview

1 Month
+6.73%
3 Months
+4.50%
6 Months
+18.37%
YTD
+18.66%
1 Year
+59.07%
3 Years (annualized)
+44.17%
5 Years (annualized)
+27.16%
10 Years (annualized)
+20.70%

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)
+18.66%
Peer Avg (YTD)
+12.44%
vs Peers
+6.23%

JCVWX Mutual Fund Performance

JCVWX performance across multiple time periods: 1-month 6.73%, YTD 18.66%, 1-year 59.07%, 3-year 44.17%, 5-year 27.16%, 10-year 20.70%.

JCVWX returns outperform the peer average of 12.44% 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.