JDVSX Mutual Fund

JDVSX Mutual Fund

NAV$15.96
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Returns Overview

1 Month
-2.04%
3 Months
-0.38%
6 Months
+7.69%
YTD
+3.57%
1 Year
+5.69%
3 Years (annualized)
+12.31%
5 Years (annualized)
+5.56%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+4.96%
vs Peers
-1.39%

JDVSX Mutual Fund Performance

JDVSX performance across multiple time periods: 1-month -2.04%, YTD 3.57%, 1-year 5.69%, 3-year 12.31%, 5-year 5.56%, 10-year 8.35%.

JDVSX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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