JVACX Mutual Fund

JVACX Mutual Fund

NAV$40.77
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Returns Overview

1 Month
+4.07%
3 Months
+8.46%
6 Months
+11.32%
YTD
+13.48%
1 Year
+21.66%
3 Years (annualized)
+14.17%
5 Years (annualized)
+9.55%
10 Years (annualized)
+10.12%

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)
+13.48%
Peer Avg (YTD)
+11.41%
vs Peers
+2.07%

JVACX Mutual Fund Performance

JVACX performance across multiple time periods: 1-month 4.07%, YTD 13.48%, 1-year 21.66%, 3-year 14.17%, 5-year 9.55%, 10-year 10.12%.

JVACX returns outperform the peer average of 11.41% 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.