JSVAX Mutual Fund

JSVAX Mutual Fund

NAV$31.80
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Returns Overview

1 Month
+2.18%
3 Months
-0.03%
6 Months
+16.86%
YTD
+17.47%
1 Year
+17.22%
3 Years (annualized)
+16.29%
5 Years (annualized)
+6.99%
10 Years (annualized)
+13.08%

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)
+17.47%
Peer Avg (YTD)
+9.89%
vs Peers
+7.58%

JSVAX Mutual Fund Performance

JSVAX performance across multiple time periods: 1-month 2.18%, YTD 17.47%, 1-year 17.22%, 3-year 16.29%, 5-year 6.99%, 10-year 13.08%.

JSVAX returns outperform the peer average of 9.89% 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.