JPVRX Mutual Fund

JPVRX Mutual Fund

NAV$23.51
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Returns Overview

3 Months
-2.12%
6 Months
+4.58%
YTD
+13.04%
1 Year
+24.20%
3 Years (annualized)
+27.59%
5 Years (annualized)
+15.88%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPVRX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+13.04%
Peer Avg (YTD)
+7.13%
vs Peers
+5.91%

JPVRX Mutual Fund Performance

JPVRX performance across multiple time periods: YTD 13.04%, 1-year 24.20%, 3-year 27.59%, 5-year 15.88%, 10-year 10.91%.

JPVRX returns outperform the peer average of 7.13% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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