JVSIX Mutual Fund

JVSIX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
-1.63%
3 Months
+1.26%
6 Months
+4.46%
YTD
+11.20%
1 Year
+17.87%
3 Years (annualized)
+12.19%
5 Years (annualized)
+8.01%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVSIX 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)
+11.20%
Peer Avg (YTD)
+9.54%
vs Peers
+1.66%

JVSIX Mutual Fund Performance

JVSIX performance across multiple time periods: 1-month -1.63%, YTD 11.20%, 1-year 17.87%, 3-year 12.19%, 5-year 8.01%, 10-year 8.87%.

JVSIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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