JLVRX Mutual Fund

JLVRX Mutual Fund

NAV$23.82
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Returns Overview

1 Month
+1.68%
3 Months
+6.29%
6 Months
+8.15%
YTD
+13.92%
1 Year
+21.47%
3 Years (annualized)
+17.43%
5 Years (annualized)
+12.07%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLVRX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+12.44%
vs Peers
+1.48%

JLVRX Mutual Fund Performance

JLVRX performance across multiple time periods: 1-month 1.68%, YTD 13.92%, 1-year 21.47%, 3-year 17.43%, 5-year 12.07%, 10-year 13.03%.

JLVRX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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