JVTAX Mutual Fund

JVTAX Mutual Fund

NAV$96.23
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Returns Overview

1 Month
+6.52%
3 Months
+21.09%
6 Months
+17.65%
YTD
+17.67%
1 Year
+29.26%
3 Years (annualized)
+19.32%
5 Years (annualized)
+11.22%
10 Years (annualized)
+16.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.67%
Peer Avg (YTD)
+18.52%
vs Peers
-0.86%

JVTAX Mutual Fund Performance

JVTAX performance across multiple time periods: 1-month 6.52%, YTD 17.67%, 1-year 29.26%, 3-year 19.32%, 5-year 11.22%, 10-year 16.99%.

JVTAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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