JDVPX Mutual Fund

NAV$29.98

Returns Overview

1 Month
+2.36%
3 Months
+15.94%
6 Months
+17.87%
YTD
+16.55%
1 Year
+29.62%
3 Years (annualized)
+20.03%
5 Years (annualized)
+12.87%
10 Years (annualized)
+12.67%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+16.55%
Peer Avg (YTD)
+9.49%
vs Peers
+7.06%

JDVPX Mutual Fund Performance

JDVPX performance across multiple time periods: 1-month 2.36%, YTD 16.55%, 1-year 29.62%, 3-year 20.03%, 5-year 12.87%, 10-year 12.67%.

JDVPX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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