JDVPX Mutual Fund

JDVPX Mutual Fund

NAV$30.02
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Returns Overview

1 Month
+0.10%
3 Months
+7.34%
6 Months
+12.26%
YTD
+17.99%
1 Year
+28.36%
3 Years (annualized)
+18.44%
5 Years (annualized)
+12.88%
10 Years (annualized)
+12.34%

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.99%
Peer Avg (YTD)
+11.41%
vs Peers
+6.58%

JDVPX Mutual Fund Performance

JDVPX performance across multiple time periods: 1-month 0.10%, YTD 17.99%, 1-year 28.36%, 3-year 18.44%, 5-year 12.88%, 10-year 12.34%.

JDVPX returns outperform the peer average of 11.41% 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.