JVAQX Mutual Fund

JVAQX Mutual Fund

NAV$41.43
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Returns Overview

1 Month
+0.97%
3 Months
+8.71%
6 Months
+9.91%
YTD
+15.05%
1 Year
+18.43%
3 Years (annualized)
+16.65%
5 Years (annualized)
+10.02%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAQX 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)
+15.05%
Peer Avg (YTD)
+12.44%
vs Peers
+2.61%

JVAQX Mutual Fund Performance

JVAQX performance across multiple time periods: 1-month 0.97%, YTD 15.05%, 1-year 18.43%, 3-year 16.65%, 5-year 10.02%, 10-year 10.95%.

JVAQX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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