JDVAX Mutual Fund

JDVAX Mutual Fund

NAV$15.32
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Returns Overview

1 Month
-0.32%
3 Months
-0.76%
6 Months
+1.57%
YTD
+3.09%
1 Year
+4.05%
3 Years (annualized)
+13.29%
5 Years (annualized)
+4.66%
10 Years (annualized)
+7.96%

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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.09%
Peer Avg (YTD)
+5.30%
vs Peers
-2.21%

JDVAX Mutual Fund Performance

JDVAX performance across multiple time periods: 1-month -0.32%, YTD 3.09%, 1-year 4.05%, 3-year 13.29%, 5-year 4.66%, 10-year 7.96%.

JDVAX returns trail the peer average of 5.30% 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.