JVSAX Mutual Fund

NAV$16.96

Returns Overview

1 Month
+1.33%
3 Months
+10.46%
6 Months
+12.84%
YTD
+11.78%
1 Year
+23.70%
3 Years (annualized)
+13.81%
5 Years (annualized)
+7.91%
10 Years (annualized)
+9.11%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.78%
Peer Avg (YTD)
+10.82%
vs Peers
+0.97%

JVSAX Mutual Fund Performance

JVSAX performance across multiple time periods: 1-month 1.33%, YTD 11.78%, 1-year 23.70%, 3-year 13.81%, 5-year 7.91%, 10-year 9.11%.

JVSAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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