JPDVX Mutual Fund

NAV$16.21

Returns Overview

1 Month
-0.08%
3 Months
+8.15%
6 Months
+4.28%
YTD
+3.95%
1 Year
+10.60%
3 Years (annualized)
+11.64%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.69%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+5.87%
vs Peers
-1.92%

JPDVX Mutual Fund Performance

JPDVX performance across multiple time periods: 1-month -0.08%, YTD 3.95%, 1-year 10.60%, 3-year 11.64%, 5-year 5.85%, 10-year 8.69%.

JPDVX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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