JVLCX Mutual Fund

JVLCX Mutual Fund

NAV$28.24
See how much of JVLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.07%
3 Months
+7.21%
6 Months
+11.97%
YTD
+17.61%
1 Year
+27.59%
3 Years (annualized)
+17.76%
5 Years (annualized)
+12.23%
10 Years (annualized)
+11.68%

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.61%
Peer Avg (YTD)
+11.41%
vs Peers
+6.20%

JVLCX Mutual Fund Performance

JVLCX performance across multiple time periods: 1-month 0.07%, YTD 17.61%, 1-year 27.59%, 3-year 17.76%, 5-year 12.23%, 10-year 11.68%.

JVLCX returns outperform the peer average of 11.41% 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.