JNDVX Mutual Fund

JNDVX Mutual Fund

NAV$15.52
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Returns Overview

1 Month
+2.92%
3 Months
+8.59%
6 Months
+11.69%
YTD
+15.57%
1 Year
+24.38%
3 Years (annualized)
+17.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNDVX 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
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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)
+15.57%
Peer Avg (YTD)
+6.23%
vs Peers
+9.34%

JNDVX Mutual Fund Performance

JNDVX performance across multiple time periods: 1-month 2.92%, YTD 15.57%, 1-year 24.38%, 3-year 17.28%.

JNDVX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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