JDVVX Mutual Fund

NAV$30.22

Returns Overview

1 Month
+2.41%
3 Months
+16.03%
6 Months
+18.14%
YTD
+16.77%
1 Year
+30.17%
3 Years (annualized)
+20.56%
5 Years (annualized)
+13.38%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVVX 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)
+16.77%
Peer Avg (YTD)
+9.49%
vs Peers
+7.28%

JDVVX Mutual Fund Performance

JDVVX performance across multiple time periods: 1-month 2.41%, YTD 16.77%, 1-year 30.17%, 3-year 20.56%, 5-year 13.38%, 10-year 13.18%.

JDVVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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