JSVSX Mutual Fund

NAV$16.79

Returns Overview

1 Month
+1.34%
3 Months
+10.50%
6 Months
+12.90%
YTD
+11.76%
1 Year
+23.72%
3 Years (annualized)
+13.86%
5 Years (annualized)
+7.90%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVSX 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)
+11.76%
Peer Avg (YTD)
+10.82%
vs Peers
+0.95%

JSVSX Mutual Fund Performance

JSVSX performance across multiple time periods: 1-month 1.34%, YTD 11.76%, 1-year 23.72%, 3-year 13.86%, 5-year 7.90%, 10-year 9.07%.

JSVSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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