JVAIX Mutual Fund

NAV$42.81

Returns Overview

1 Month
+3.41%
3 Months
+10.76%
6 Months
+10.33%
YTD
+9.50%
1 Year
+17.12%
3 Years (annualized)
+13.09%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAIX 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)
+9.50%
Peer Avg (YTD)
+9.49%
vs Peers
+0.01%

JVAIX Mutual Fund Performance

JVAIX performance across multiple time periods: 1-month 3.41%, YTD 9.50%, 1-year 17.12%, 3-year 13.09%, 5-year 8.47%, 10-year 10.39%.

JVAIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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