JPVZX Mutual Fund

JPVZX Mutual Fund

NAV$21.83
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Returns Overview

1 Month
+0.97%
3 Months
+6.69%
6 Months
+4.20%
YTD
+17.28%
1 Year
+30.35%
3 Years (annualized)
+26.45%
5 Years (annualized)
+16.18%
10 Years (annualized)
+10.54%

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)
+17.28%
Peer Avg (YTD)
+9.59%
vs Peers
+7.69%

JPVZX Mutual Fund Performance

JPVZX performance across multiple time periods: 1-month 0.97%, YTD 17.28%, 1-year 30.35%, 3-year 26.45%, 5-year 16.18%, 10-year 10.54%.

JPVZX returns outperform the peer average of 9.59% 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.