JPDVX Mutual Fund

JPDVX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
+1.63%
3 Months
+1.62%
6 Months
+3.70%
YTD
+5.71%
1 Year
+9.87%
3 Years (annualized)
+12.36%
5 Years (annualized)
+5.61%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPDVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+6.28%
vs Peers
-0.57%

JPDVX Mutual Fund Performance

JPDVX performance across multiple time periods: 1-month 1.63%, YTD 5.71%, 1-year 9.87%, 3-year 12.36%, 5-year 5.61%, 10-year 8.45%.

JPDVX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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