JVAPX Mutual Fund

JVAPX Mutual Fund

NAV$39.58
See how much of JVAPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.96%
3 Months
+8.65%
6 Months
+9.79%
YTD
+14.88%
1 Year
+18.15%
3 Years (annualized)
+14.23%
5 Years (annualized)
+8.20%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAPX 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)
+14.88%
Peer Avg (YTD)
+12.44%
vs Peers
+2.44%

JVAPX Mutual Fund Performance

JVAPX performance across multiple time periods: 1-month 0.96%, YTD 14.88%, 1-year 18.15%, 3-year 14.23%, 5-year 8.20%, 10-year 10.67%.

JVAPX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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