JVTAX Mutual Fund

JVTAX Mutual Fund

NAV$91.62
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Returns Overview

1 Month
-3.59%
3 Months
+5.41%
6 Months
+11.30%
YTD
+13.45%
1 Year
+21.43%
3 Years (annualized)
+12.13%
5 Years (annualized)
+4.24%
10 Years (annualized)
+10.18%

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)
+13.45%
Peer Avg (YTD)
+15.31%
vs Peers
-1.87%

JVTAX Mutual Fund Performance

JVTAX performance across multiple time periods: 1-month -3.59%, YTD 13.45%, 1-year 21.43%, 3-year 12.13%, 5-year 4.24%, 10-year 10.18%.

JVTAX returns trail the peer average of 15.31% 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.