JVACX Mutual Fund

NAV$42.33

Returns Overview

1 Month
+3.35%
3 Months
+10.53%
6 Months
+9.86%
YTD
+9.04%
1 Year
+16.11%
3 Years (annualized)
+12.07%
5 Years (annualized)
+7.49%
10 Years (annualized)
+9.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+9.49%
vs Peers
-0.45%

JVACX Mutual Fund Performance

JVACX performance across multiple time periods: 1-month 3.35%, YTD 9.04%, 1-year 16.11%, 3-year 12.07%, 5-year 7.49%, 10-year 9.38%.

JVACX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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