JDVAX Mutual Fund

JDVAX Mutual Fund

NAV$16.03
See how much of JDVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+2.35%
6 Months
+2.61%
YTD
+3.88%
1 Year
+9.82%
3 Years (annualized)
+10.77%
5 Years (annualized)
+5.22%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+5.54%
vs Peers
-1.65%

JDVAX Mutual Fund Performance

JDVAX performance across multiple time periods: YTD 3.88%, 1-year 9.82%, 3-year 10.77%, 5-year 5.22%, 10-year 7.98%.

JDVAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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