JDVNX Mutual Fund

JDVNX Mutual Fund

NAV$30.18
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Returns Overview

1 Month
+0.17%
3 Months
+7.46%
6 Months
+12.53%
YTD
+18.38%
1 Year
+28.99%
3 Years (annualized)
+19.04%
5 Years (annualized)
+13.46%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.38%
Peer Avg (YTD)
+11.41%
vs Peers
+6.97%

JDVNX Mutual Fund Performance

JDVNX performance across multiple time periods: 1-month 0.17%, YTD 18.38%, 1-year 28.99%, 3-year 19.04%, 5-year 13.46%, 10-year 12.92%.

JDVNX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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