JDVZX Mutual Fund

JDVZX Mutual Fund

NAV$15.81
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Returns Overview

1 Month
+1.63%
3 Months
+1.63%
6 Months
+3.68%
YTD
+5.75%
1 Year
+9.96%
3 Years (annualized)
+12.43%
5 Years (annualized)
+5.68%
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)
+5.75%
Peer Avg (YTD)
+6.28%
vs Peers
-0.53%

JDVZX Mutual Fund Performance

JDVZX performance across multiple time periods: 1-month 1.63%, YTD 5.75%, 1-year 9.96%, 3-year 12.43%, 5-year 5.68%, 10-year 8.42%.

JDVZX returns trail the peer average of 6.28% 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.