JDVAX Mutual Fund

NAV$16.17

Returns Overview

1 Month
-0.03%
3 Months
+8.07%
6 Months
+4.16%
YTD
+3.88%
1 Year
+10.29%
3 Years (annualized)
+11.30%
5 Years (annualized)
+5.53%
10 Years (annualized)
+8.30%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+5.87%
vs Peers
-1.98%

JDVAX Mutual Fund Performance

JDVAX performance across multiple time periods: 1-month -0.03%, YTD 3.88%, 1-year 10.29%, 3-year 11.30%, 5-year 5.53%, 10-year 8.30%.

JDVAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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