JDVCX Mutual Fund

JDVCX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
-0.06%
3 Months
+2.18%
6 Months
+2.36%
YTD
+3.51%
1 Year
+9.25%
3 Years (annualized)
+10.20%
5 Years (annualized)
+4.69%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+5.54%
vs Peers
-2.03%

JDVCX Mutual Fund Performance

JDVCX performance across multiple time periods: 1-month -0.06%, YTD 3.51%, 1-year 9.25%, 3-year 10.20%, 5-year 4.69%, 10-year 7.43%.

JDVCX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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