JVSIX Mutual Fund

JVSIX Mutual Fund

NAV$17.02
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Returns Overview

1 Month
+4.23%
3 Months
-2.25%
6 Months
-1.02%
YTD
+7.63%
1 Year
+11.79%
3 Years (annualized)
+16.35%
5 Years (annualized)
+7.32%
10 Years (annualized)
+8.80%

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)
+7.63%
Peer Avg (YTD)
+8.01%
vs Peers
-0.37%

JVSIX Mutual Fund Performance

JVSIX performance across multiple time periods: 1-month 4.23%, YTD 7.63%, 1-year 11.79%, 3-year 16.35%, 5-year 7.32%, 10-year 8.80%.

JVSIX returns trail the peer average of 8.01% 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.