JVLCX Mutual Fund

NAV$28.31

Returns Overview

1 Month
+2.31%
3 Months
+15.75%
6 Months
+17.53%
YTD
+16.19%
1 Year
+28.85%
3 Years (annualized)
+19.29%
5 Years (annualized)
+14.92%
10 Years (annualized)
+13.35%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.19%
Peer Avg (YTD)
+9.49%
vs Peers
+6.70%

JVLCX Mutual Fund Performance

JVLCX performance across multiple time periods: 1-month 2.31%, YTD 16.19%, 1-year 28.85%, 3-year 19.29%, 5-year 14.92%, 10-year 13.35%.

JVLCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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