JSVDX Mutual Fund

NAV$17.01

Returns Overview

1 Month
+1.44%
3 Months
+10.57%
6 Months
+13.08%
YTD
+11.96%
1 Year
+24.08%
3 Years (annualized)
+14.12%
5 Years (annualized)
+8.18%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVDX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.96%
Peer Avg (YTD)
+10.82%
vs Peers
+1.14%

JSVDX Mutual Fund Performance

JSVDX performance across multiple time periods: 1-month 1.44%, YTD 11.96%, 1-year 24.08%, 3-year 14.12%, 5-year 8.18%, 10-year 9.35%.

JSVDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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