JVACX Mutual Fund

JVACX Mutual Fund

NAV$42.31
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Returns Overview

1 Month
+4.38%
3 Months
+0.72%
6 Months
+9.25%
YTD
+14.31%
1 Year
+20.11%
3 Years (annualized)
+18.24%
5 Years (annualized)
+8.89%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVACX 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)
+14.31%
Peer Avg (YTD)
+12.44%
vs Peers
+1.87%

JVACX Mutual Fund Performance

JVACX performance across multiple time periods: 1-month 4.38%, YTD 14.31%, 1-year 20.11%, 3-year 18.24%, 5-year 8.89%, 10-year 10.15%.

JVACX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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