JGVVX Mutual Fund

JGVVX Mutual Fund

NAV$45.19
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Returns Overview

1 Month
-6.14%
3 Months
-2.19%
6 Months
+0.91%
YTD
-0.67%
1 Year
+4.75%
3 Years (annualized)
+17.26%
5 Years (annualized)
+9.86%
10 Years (annualized)
+17.84%

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
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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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-0.67%
Peer Avg (YTD)
+8.62%
vs Peers
-9.29%

JGVVX Mutual Fund Performance

JGVVX performance across multiple time periods: 1-month -6.14%, YTD -0.67%, 1-year 4.75%, 3-year 17.26%, 5-year 9.86%, 10-year 17.84%.

JGVVX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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