JVSNX Mutual Fund

JVSNX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
-1.59%
3 Months
+1.34%
6 Months
+4.58%
YTD
+11.28%
1 Year
+18.04%
3 Years (annualized)
+12.31%
5 Years (annualized)
+8.13%
10 Years (annualized)
+8.98%

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
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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)
+11.28%
Peer Avg (YTD)
+9.54%
vs Peers
+1.74%

JVSNX Mutual Fund Performance

JVSNX performance across multiple time periods: 1-month -1.59%, YTD 11.28%, 1-year 18.04%, 3-year 12.31%, 5-year 8.13%, 10-year 8.98%.

JVSNX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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