JSVRX Mutual Fund

JSVRX Mutual Fund

NAV$34.00
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Returns Overview

1 Month
-0.75%
3 Months
+6.90%
6 Months
+14.07%
YTD
+21.08%
1 Year
+39.51%
3 Years (annualized)
+15.39%
5 Years (annualized)
+9.35%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.08%
Peer Avg (YTD)
+15.31%
vs Peers
+5.77%

JSVRX Mutual Fund Performance

JSVRX performance across multiple time periods: 1-month -0.75%, YTD 21.08%, 1-year 39.51%, 3-year 15.39%, 5-year 9.35%, 10-year 9.81%.

JSVRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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