JDVZX Mutual Fund

JDVZX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
-0.25%
3 Months
-0.66%
6 Months
+1.75%
YTD
+3.36%
1 Year
+4.41%
3 Years (annualized)
+13.75%
5 Years (annualized)
+5.05%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVZX 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
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📉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)
+3.36%
Peer Avg (YTD)
+5.30%
vs Peers
-1.94%

JDVZX Mutual Fund Performance

JDVZX performance across multiple time periods: 1-month -0.25%, YTD 3.36%, 1-year 4.41%, 3-year 13.75%, 5-year 5.05%, 10-year 8.42%.

JDVZX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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