JSVAX Mutual Fund

JSVAX Mutual Fund

NAV$32.30
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Returns Overview

1 Month
-8.17%
3 Months
+4.83%
6 Months
+17.11%
YTD
+14.97%
1 Year
+16.13%
3 Years (annualized)
+13.31%
5 Years (annualized)
+7.15%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.97%
Peer Avg (YTD)
+9.54%
vs Peers
+5.43%

JSVAX Mutual Fund Performance

JSVAX performance across multiple time periods: 1-month -8.17%, YTD 14.97%, 1-year 16.13%, 3-year 13.31%, 5-year 7.15%, 10-year 13.25%.

JSVAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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