JDVNX Mutual Fund

NAV$30.24
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Returns Overview

1 Month
+2.37%
3 Months
+16.03%
6 Months
+18.18%
YTD
+16.81%
1 Year
+30.22%
3 Years (annualized)
+20.62%
5 Years (annualized)
+13.44%
10 Years (annualized)
+13.24%

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

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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)
+16.81%
Peer Avg (YTD)
+9.49%
vs Peers
+7.32%

JDVNX Mutual Fund Performance

JDVNX performance across multiple time periods: 1-month 2.37%, YTD 16.81%, 1-year 30.22%, 3-year 20.62%, 5-year 13.44%, 10-year 13.24%.

JDVNX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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