JVTCX Mutual Fund

JVTCX Mutual Fund

NAV$75.26
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Returns Overview

1 Month
-3.67%
3 Months
+5.14%
6 Months
+10.81%
YTD
+12.89%
1 Year
+20.39%
3 Years (annualized)
+11.28%
5 Years (annualized)
+3.42%
10 Years (annualized)
+9.35%

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
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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)
+12.89%
Peer Avg (YTD)
+15.31%
vs Peers
-2.42%

JVTCX Mutual Fund Performance

JVTCX performance across multiple time periods: 1-month -3.67%, YTD 12.89%, 1-year 20.39%, 3-year 11.28%, 5-year 3.42%, 10-year 9.35%.

JVTCX returns trail the peer average of 15.31% 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.