JVAAX Mutual Fund

JVAAX Mutual Fund

NAV$42.19
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Returns Overview

1 Month
+4.12%
3 Months
+8.60%
6 Months
+11.58%
YTD
+13.78%
1 Year
+22.24%
3 Years (annualized)
+14.74%
5 Years (annualized)
+10.09%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAAX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+13.78%
Peer Avg (YTD)
+11.41%
vs Peers
+2.37%

JVAAX Mutual Fund Performance

JVAAX performance across multiple time periods: 1-month 4.12%, YTD 13.78%, 1-year 22.24%, 3-year 14.74%, 5-year 10.09%, 10-year 10.67%.

JVAAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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