JDVFX Mutual Fund

JDVFX Mutual Fund

NAV$30.04
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Returns Overview

1 Month
+0.17%
3 Months
+7.42%
6 Months
+12.42%
YTD
+18.19%
1 Year
+28.68%
3 Years (annualized)
+18.75%
5 Years (annualized)
+13.17%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.19%
Peer Avg (YTD)
+11.41%
vs Peers
+6.78%

JDVFX Mutual Fund Performance

JDVFX performance across multiple time periods: 1-month 0.17%, YTD 18.19%, 1-year 28.68%, 3-year 18.75%, 5-year 13.17%, 10-year 12.63%.

JDVFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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