JVAIX Mutual Fund

JVAIX Mutual Fund

NAV$42.97
See how much of JVAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.16%
3 Months
+8.71%
6 Months
+11.81%
YTD
+14.05%
1 Year
+22.72%
3 Years (annualized)
+15.19%
5 Years (annualized)
+10.52%
10 Years (annualized)
+10.51%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.05%
Peer Avg (YTD)
+11.41%
vs Peers
+2.64%

JVAIX Mutual Fund Performance

JVAIX performance across multiple time periods: 1-month 4.16%, YTD 14.05%, 1-year 22.72%, 3-year 15.19%, 5-year 10.52%, 10-year 10.51%.

JVAIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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