JDVCX Mutual Fund

JDVCX Mutual Fund

NAV$15.46
See how much of JDVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.61%
3 Months
+1.43%
6 Months
+3.27%
YTD
+5.18%
1 Year
+9.05%
3 Years (annualized)
+11.45%
5 Years (annualized)
+4.77%
10 Years (annualized)
+7.57%

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
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)
+5.18%
Peer Avg (YTD)
+6.28%
vs Peers
-1.11%

JDVCX Mutual Fund Performance

JDVCX performance across multiple time periods: 1-month 1.61%, YTD 5.18%, 1-year 9.05%, 3-year 11.45%, 5-year 4.77%, 10-year 7.57%.

JDVCX returns trail the peer average of 6.28% 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.