JGVVX Mutual Fund

NAV$45.75

Returns Overview

1 Month
-1.55%
3 Months
+15.59%
6 Months
+5.70%
YTD
+5.82%
1 Year
+14.70%
3 Years (annualized)
+23.02%
5 Years (annualized)
+15.60%
10 Years (annualized)
+23.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGVVX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+9.57%
vs Peers
-3.75%

JGVVX Mutual Fund Performance

JGVVX performance across multiple time periods: 1-month -1.55%, YTD 5.82%, 1-year 14.70%, 3-year 23.02%, 5-year 15.60%, 10-year 23.70%.

JGVVX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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