JVSNX Mutual Fund

NAV$17.00

Returns Overview

1 Month
+1.44%
3 Months
+10.65%
6 Months
+13.08%
YTD
+12.04%
1 Year
+24.20%
3 Years (annualized)
+14.25%
5 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVSNX 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)
+12.04%
Peer Avg (YTD)
+10.82%
vs Peers
+1.22%

JVSNX Mutual Fund Performance

JVSNX performance across multiple time periods: 1-month 1.44%, YTD 12.04%, 1-year 24.20%, 3-year 14.25%, 5-year 8.32%.

JVSNX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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