JVLAX Mutual Fund

JVLAX Mutual Fund

NAV$31.80
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Returns Overview

1 Month
+2.36%
3 Months
+15.93%
6 Months
+17.97%
YTD
+16.59%
1 Year
+29.77%
3 Years (annualized)
+20.18%
5 Years (annualized)
+13.03%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVLAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.59%
Peer Avg (YTD)
+9.49%
vs Peers
+7.10%

JVLAX Mutual Fund Performance

JVLAX performance across multiple time periods: 1-month 2.36%, YTD 16.59%, 1-year 29.77%, 3-year 20.18%, 5-year 13.03%, 10-year 12.83%.

JVLAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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