JLVZX Mutual Fund

JLVZX Mutual Fund

NAV$24.37
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Returns Overview

1 Month
+2.14%
3 Months
+10.17%
6 Months
+9.21%
YTD
+7.84%
1 Year
+20.99%
3 Years (annualized)
+13.95%
5 Years (annualized)
+9.26%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLVZX 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)
+7.84%
Peer Avg (YTD)
+9.49%
vs Peers
-1.65%

JLVZX Mutual Fund Performance

JLVZX performance across multiple time periods: 1-month 2.14%, YTD 7.84%, 1-year 20.99%, 3-year 13.95%, 5-year 9.26%, 10-year 12.06%.

JLVZX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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