JDVRX Mutual Fund

JDVRX Mutual Fund

NAV$27.57
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Returns Overview

1 Month
-0.40%
3 Months
+4.48%
6 Months
+10.65%
YTD
+17.34%
1 Year
+24.61%
3 Years (annualized)
+20.09%
5 Years (annualized)
+12.08%
10 Years (annualized)
+11.88%

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)
+17.34%
Peer Avg (YTD)
+12.44%
vs Peers
+4.90%

JDVRX Mutual Fund Performance

JDVRX performance across multiple time periods: 1-month -0.40%, YTD 17.34%, 1-year 24.61%, 3-year 20.09%, 5-year 12.08%, 10-year 11.88%.

JDVRX returns outperform the peer average of 12.44% 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.