JVSCX Mutual Fund

JVSCX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
+4.16%
3 Months
-2.46%
6 Months
-1.44%
YTD
+6.82%
1 Year
+20.76%
3 Years (annualized)
+21.31%
5 Years (annualized)
+10.13%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVSCX 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
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🏦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)
+6.82%
Peer Avg (YTD)
+8.01%
vs Peers
-1.19%

JVSCX Mutual Fund Performance

JVSCX performance across multiple time periods: 1-month 4.16%, YTD 6.82%, 1-year 20.76%, 3-year 21.31%, 5-year 10.13%, 10-year 13.10%.

JVSCX returns trail the peer average of 8.01% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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