JVACX Mutual Fund

JVACX Mutual Fund

NAV$40.70
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Returns Overview

1 Month
+0.89%
3 Months
+8.52%
6 Months
+9.52%
YTD
+14.50%
1 Year
+17.56%
3 Years (annualized)
+15.79%
5 Years (annualized)
+9.22%
10 Years (annualized)
+10.06%

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
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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)
+14.50%
Peer Avg (YTD)
+12.44%
vs Peers
+2.06%

JVACX Mutual Fund Performance

JVACX performance across multiple time periods: 1-month 0.89%, YTD 14.50%, 1-year 17.56%, 3-year 15.79%, 5-year 9.22%, 10-year 10.06%.

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.