JSCVX Mutual Fund

JSCVX Mutual Fund

NAV$27.50
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Returns Overview

1 Month
+1.22%
3 Months
+5.16%
6 Months
+9.71%
YTD
+15.90%
1 Year
+29.26%
3 Years (annualized)
+11.52%
5 Years (annualized)
+7.69%
10 Years (annualized)
+8.02%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.90%
Peer Avg (YTD)
+15.31%
vs Peers
+0.59%

JSCVX Mutual Fund Performance

JSCVX performance across multiple time periods: 1-month 1.22%, YTD 15.90%, 1-year 29.26%, 3-year 11.52%, 5-year 7.69%, 10-year 8.02%.

JSCVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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