JVRNX Mutual Fund

JVRNX Mutual Fund

NAV$12.67
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Returns Overview

1 Month
-0.32%
6 Months
+0.16%
YTD
+0.96%
1 Year
+4.09%
3 Years (annualized)
+4.96%
5 Years (annualized)
+1.46%
10 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVRNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.12%
vs Peers
+0.84%

JVRNX Mutual Fund Performance

JVRNX performance across multiple time periods: 1-month -0.32%, YTD 0.96%, 1-year 4.09%, 3-year 4.96%, 5-year 1.46%, 10-year 2.87%.

JVRNX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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