JVSCX Mutual Fund

JVSCX Mutual Fund

NAV$15.39
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Returns Overview

1 Month
-1.72%
3 Months
+1.05%
6 Months
+3.98%
YTD
+10.62%
1 Year
+16.75%
3 Years (annualized)
+11.13%
5 Years (annualized)
+7.49%
10 Years (annualized)
+8.61%

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)
+10.62%
Peer Avg (YTD)
+9.54%
vs Peers
+1.08%

JVSCX Mutual Fund Performance

JVSCX performance across multiple time periods: 1-month -1.72%, YTD 10.62%, 1-year 16.75%, 3-year 11.13%, 5-year 7.49%, 10-year 8.61%.

JVSCX returns outperform the peer average of 9.54% 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.