JDVNX Mutual Fund

JDVNX Mutual Fund

NAV$29.39
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Returns Overview

1 Month
+2.04%
3 Months
+4.64%
6 Months
+12.16%
YTD
+20.80%
1 Year
+27.63%
3 Years (annualized)
+20.25%
5 Years (annualized)
+13.56%
10 Years (annualized)
+13.01%

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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+20.80%
Peer Avg (YTD)
+12.44%
vs Peers
+8.36%

JDVNX Mutual Fund Performance

JDVNX performance across multiple time periods: 1-month 2.04%, YTD 20.80%, 1-year 27.63%, 3-year 20.25%, 5-year 13.56%, 10-year 13.01%.

JDVNX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.59%, 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.