JPDVX Mutual Fund

JPDVX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
+0.06%
3 Months
+2.41%
6 Months
+2.75%
YTD
+4.01%
1 Year
+10.20%
3 Years (annualized)
+11.11%
5 Years (annualized)
+5.55%
10 Years (annualized)
+8.36%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+5.54%
vs Peers
-1.53%

JPDVX Mutual Fund Performance

JPDVX performance across multiple time periods: 1-month 0.06%, YTD 4.01%, 1-year 10.20%, 3-year 11.11%, 5-year 5.55%, 10-year 8.36%.

JPDVX returns trail the peer average of 5.54% 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.