JVSAX Mutual Fund

JVSAX Mutual Fund

NAV$15.85
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Returns Overview

1 Month
-0.36%
3 Months
-0.66%
6 Months
-0.06%
YTD
+10.62%
1 Year
+10.41%
3 Years (annualized)
+13.18%
5 Years (annualized)
+7.82%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVSAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+9.89%
vs Peers
+0.73%

JVSAX Mutual Fund Performance

JVSAX performance across multiple time periods: 1-month -0.36%, YTD 10.62%, 1-year 10.41%, 3-year 13.18%, 5-year 7.82%, 10-year 8.38%.

JVSAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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