JVLCX Mutual Fund

JVLCX Mutual Fund

NAV$27.68
See how much of JVLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.85%
3 Months
-1.93%
6 Months
+13.52%
YTD
+13.95%
1 Year
+24.62%
3 Years (annualized)
+28.30%
5 Years (annualized)
+21.84%
10 Years (annualized)
+18.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVLCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+10.00%
vs Peers
+3.95%

JVLCX Mutual Fund Performance

JVLCX performance across multiple time periods: 1-month -3.85%, YTD 13.95%, 1-year 24.62%, 3-year 28.30%, 5-year 21.84%, 10-year 18.58%.

JVLCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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