JVTIX Mutual Fund

JVTIX Mutual Fund

NAV$97.28
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Returns Overview

1 Month
-3.56%
3 Months
+5.47%
6 Months
+11.44%
YTD
+13.61%
1 Year
+21.75%
3 Years (annualized)
+12.42%
5 Years (annualized)
+4.51%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTIX 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
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📉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)
+13.61%
Peer Avg (YTD)
+15.31%
vs Peers
-1.70%

JVTIX Mutual Fund Performance

JVTIX performance across multiple time periods: 1-month -3.56%, YTD 13.61%, 1-year 21.75%, 3-year 12.42%, 5-year 4.51%, 10-year 10.47%.

JVTIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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