JDVFX Mutual Fund

NAV$30.10

Returns Overview

1 Month
+2.39%
3 Months
+15.97%
6 Months
+17.99%
YTD
+16.67%
1 Year
+29.91%
3 Years (annualized)
+20.32%
5 Years (annualized)
+13.15%
10 Years (annualized)
+12.95%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.67%
Peer Avg (YTD)
+9.49%
vs Peers
+7.18%

JDVFX Mutual Fund Performance

JDVFX performance across multiple time periods: 1-month 2.39%, YTD 16.67%, 1-year 29.91%, 3-year 20.32%, 5-year 13.15%, 10-year 12.95%.

JDVFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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