JVTCX Mutual Fund

JVTCX Mutual Fund

NAV$69.99
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Returns Overview

1 Month
+0.86%
3 Months
+3.39%
6 Months
+11.99%
YTD
+13.86%
1 Year
+17.83%
3 Years (annualized)
+13.30%
5 Years (annualized)
+3.23%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTCX 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
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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)
+13.86%
Peer Avg (YTD)
+15.20%
vs Peers
-1.34%

JVTCX Mutual Fund Performance

JVTCX performance across multiple time periods: 1-month 0.86%, YTD 13.86%, 1-year 17.83%, 3-year 13.30%, 5-year 3.23%, 10-year 9.26%.

JVTCX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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