JSVDX Mutual Fund

JSVDX Mutual Fund

NAV$16.00
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Returns Overview

1 Month
-0.30%
3 Months
-0.54%
6 Months
+0.06%
YTD
+10.87%
1 Year
+10.71%
3 Years (annualized)
+13.47%
5 Years (annualized)
+8.08%
10 Years (annualized)
+8.62%

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
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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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+9.89%
vs Peers
+0.98%

JSVDX Mutual Fund Performance

JSVDX performance across multiple time periods: 1-month -0.30%, YTD 10.87%, 1-year 10.71%, 3-year 13.47%, 5-year 8.08%, 10-year 8.62%.

JSVDX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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