JVSIX Mutual Fund

NAV$17.22

Returns Overview

1 Month
+1.42%
3 Months
+10.57%
6 Months
+13.04%
YTD
+11.94%
1 Year
+24.10%
3 Years (annualized)
+14.13%
5 Years (annualized)
+8.20%
10 Years (annualized)
+9.38%

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
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)
+11.94%
Peer Avg (YTD)
+10.82%
vs Peers
+1.12%

JVSIX Mutual Fund Performance

JVSIX performance across multiple time periods: 1-month 1.42%, YTD 11.94%, 1-year 24.10%, 3-year 14.13%, 5-year 8.20%, 10-year 9.38%.

JVSIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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