JSCVX Mutual Fund

NAV$27.80

Returns Overview

1 Month
+4.25%
3 Months
+11.43%
6 Months
+15.09%
YTD
+14.50%
1 Year
+29.17%
3 Years (annualized)
+11.24%
5 Years (annualized)
+6.07%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSCVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.50%
Peer Avg (YTD)
+18.52%
vs Peers
-4.02%

JSCVX Mutual Fund Performance

JSCVX performance across multiple time periods: 1-month 4.25%, YTD 14.50%, 1-year 29.17%, 3-year 11.24%, 5-year 6.07%, 10-year 7.81%.

JSCVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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