JDVFX Mutual Fund

JDVFX Mutual Fund

NAV$29.34
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Returns Overview

1 Month
+1.98%
3 Months
+4.59%
6 Months
+11.98%
YTD
+20.53%
1 Year
+27.29%
3 Years (annualized)
+29.83%
5 Years (annualized)
+23.30%
10 Years (annualized)
+20.19%

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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+20.53%
Peer Avg (YTD)
+12.44%
vs Peers
+8.09%

JDVFX Mutual Fund Performance

JDVFX performance across multiple time periods: 1-month 1.98%, YTD 20.53%, 1-year 27.29%, 3-year 29.83%, 5-year 23.30%, 10-year 20.19%.

JDVFX returns outperform the peer average of 12.44% 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.