JSVZX Mutual Fund

JSVZX Mutual Fund

NAV$33.33
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Returns Overview

1 Month
+18.76%
3 Months
+12.41%
6 Months
+19.98%
YTD
+35.62%
1 Year
+41.77%
3 Years (annualized)
+25.97%
5 Years (annualized)
+10.15%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVZX 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)
+35.62%
Peer Avg (YTD)
+12.21%
vs Peers
+23.41%

JSVZX Mutual Fund Performance

JSVZX performance across multiple time periods: 1-month 18.76%, YTD 35.62%, 1-year 41.77%, 3-year 25.97%, 5-year 10.15%, 10-year 10.58%.

JSVZX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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