JSVTX Mutual Fund

JSVTX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
+4.22%
3 Months
-2.28%
6 Months
-1.09%
YTD
+7.52%
1 Year
+21.30%
3 Years (annualized)
+22.45%
5 Years (annualized)
+11.26%
10 Years (annualized)
+14.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVTX 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)
+7.52%
Peer Avg (YTD)
+8.01%
vs Peers
-0.49%

JSVTX Mutual Fund Performance

JSVTX performance across multiple time periods: 1-month 4.22%, YTD 7.52%, 1-year 21.30%, 3-year 22.45%, 5-year 11.26%, 10-year 14.34%.

JSVTX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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