JVASX Mutual Fund

JVASX Mutual Fund

NAV$41.22
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Returns Overview

1 Month
+0.98%
3 Months
+8.73%
6 Months
+9.94%
YTD
+15.08%
1 Year
+18.44%
3 Years (annualized)
+16.66%
5 Years (annualized)
+10.04%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVASX 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)
+15.08%
Peer Avg (YTD)
+12.44%
vs Peers
+2.64%

JVASX Mutual Fund Performance

JVASX performance across multiple time periods: 1-month 0.98%, YTD 15.08%, 1-year 18.44%, 3-year 16.66%, 5-year 10.04%, 10-year 10.89%.

JVASX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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