JSVUX Mutual Fund

JSVUX Mutual Fund

NAV$32.65
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Returns Overview

1 Month
+2.39%
3 Months
-2.94%
6 Months
+3.79%
YTD
+17.55%
1 Year
+23.08%
3 Years (annualized)
+20.80%
5 Years (annualized)
+7.72%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVUX 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)
+17.55%
Peer Avg (YTD)
+12.21%
vs Peers
+5.34%

JSVUX Mutual Fund Performance

JSVUX performance across multiple time periods: 1-month 2.39%, YTD 17.55%, 1-year 23.08%, 3-year 20.80%, 5-year 7.72%, 10-year 9.77%.

JSVUX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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