JVTCX Mutual Fund

JVTCX Mutual Fund

NAV$78.31
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Returns Overview

1 Month
+6.42%
3 Months
+20.82%
6 Months
+17.15%
YTD
+17.19%
1 Year
+28.13%
3 Years (annualized)
+19.21%
5 Years (annualized)
+11.19%
10 Years (annualized)
+14.55%

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)
+17.19%
Peer Avg (YTD)
+18.52%
vs Peers
-1.34%

JVTCX Mutual Fund Performance

JVTCX performance across multiple time periods: 1-month 6.42%, YTD 17.19%, 1-year 28.13%, 3-year 19.21%, 5-year 11.19%, 10-year 14.55%.

JVTCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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