JDVPX Mutual Fund

JDVPX Mutual Fund

NAV$29.06
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Returns Overview

1 Month
+1.99%
3 Months
+4.50%
6 Months
+11.86%
YTD
+20.34%
1 Year
+26.96%
3 Years (annualized)
+29.28%
5 Years (annualized)
+22.76%
10 Years (annualized)
+19.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVPX 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)
+20.34%
Peer Avg (YTD)
+12.44%
vs Peers
+7.90%

JDVPX Mutual Fund Performance

JDVPX performance across multiple time periods: 1-month 1.99%, YTD 20.34%, 1-year 26.96%, 3-year 29.28%, 5-year 22.76%, 10-year 19.65%.

JDVPX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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