JPVZX Mutual Fund

JPVZX Mutual Fund

NAV$22.91
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Returns Overview

1 Month
+6.21%
3 Months
+6.66%
6 Months
+8.87%
YTD
+16.15%
1 Year
+36.63%
3 Years (annualized)
+24.77%
5 Years (annualized)
+16.21%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPVZX 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
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📉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)
+16.15%
Peer Avg (YTD)
+8.62%
vs Peers
+7.53%

JPVZX Mutual Fund Performance

JPVZX performance across multiple time periods: 1-month 6.21%, YTD 16.15%, 1-year 36.63%, 3-year 24.77%, 5-year 16.21%, 10-year 10.60%.

JPVZX returns outperform the peer average of 8.62% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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