JVFLX Mutual Fund

NAV$29.93

Returns Overview

1 Month
-1.40%
3 Months
+4.63%
6 Months
+4.86%
YTD
+4.01%
1 Year
+10.51%
3 Years (annualized)
+14.71%
5 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVFLX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+9.49%
vs Peers
-5.47%

JVFLX Mutual Fund Performance

JVFLX performance across multiple time periods: 1-month -1.40%, YTD 4.01%, 1-year 10.51%, 3-year 14.71%, 5-year 10.81%.

JVFLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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