JDVRX Mutual Fund

JDVRX Mutual Fund

NAV$27.16
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Returns Overview

1 Month
+1.25%
3 Months
+8.05%
6 Months
+13.37%
YTD
+17.81%
1 Year
+28.66%
3 Years (annualized)
+19.29%
5 Years (annualized)
+12.69%
10 Years (annualized)
+11.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVRX 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)
+17.81%
Peer Avg (YTD)
+11.41%
vs Peers
+6.40%

JDVRX Mutual Fund Performance

JDVRX performance across multiple time periods: 1-month 1.25%, YTD 17.81%, 1-year 28.66%, 3-year 19.29%, 5-year 12.69%, 10-year 11.98%.

JDVRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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