JVTIX Mutual Fund

JVTIX Mutual Fund

NAV$93.38
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Returns Overview

1 Month
+0.93%
3 Months
+3.69%
6 Months
+12.60%
YTD
+14.67%
1 Year
+19.15%
3 Years (annualized)
+20.79%
5 Years (annualized)
+11.05%
10 Years (annualized)
+16.66%

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
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)
+14.67%
Peer Avg (YTD)
+15.20%
vs Peers
-0.53%

JVTIX Mutual Fund Performance

JVTIX performance across multiple time periods: 1-month 0.93%, YTD 14.67%, 1-year 19.15%, 3-year 20.79%, 5-year 11.05%, 10-year 16.66%.

JVTIX returns trail the peer average of 15.20% 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.