JDVRX Mutual Fund

NAV$28.18

Returns Overview

1 Month
+3.60%
3 Months
+15.72%
6 Months
+16.36%
YTD
+14.94%
1 Year
+28.71%
3 Years (annualized)
+20.44%
5 Years (annualized)
+12.63%
10 Years (annualized)
+12.24%

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
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)
+14.94%
Peer Avg (YTD)
+9.49%
vs Peers
+5.45%

JDVRX Mutual Fund Performance

JDVRX performance across multiple time periods: 1-month 3.60%, YTD 14.94%, 1-year 28.71%, 3-year 20.44%, 5-year 12.63%, 10-year 12.24%.

JDVRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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