JLVRX Mutual Fund

NAV$24.44

Returns Overview

1 Month
+2.21%
3 Months
+10.32%
6 Months
+9.55%
YTD
+8.18%
1 Year
+21.79%
3 Years (annualized)
+14.71%
5 Years (annualized)
+9.98%
10 Years (annualized)
+12.85%

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
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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+9.49%
vs Peers
-1.31%

JLVRX Mutual Fund Performance

JLVRX performance across multiple time periods: 1-month 2.21%, YTD 8.18%, 1-year 21.79%, 3-year 14.71%, 5-year 9.98%, 10-year 12.85%.

JLVRX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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