JVTNX Mutual Fund

JVTNX Mutual Fund

NAV$96.42
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Returns Overview

1 Month
+0.94%
3 Months
+3.71%
6 Months
+12.66%
YTD
+14.74%
1 Year
+19.26%
3 Years (annualized)
+20.81%
5 Years (annualized)
+11.07%
10 Years (annualized)
+16.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTNX 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)
+14.74%
Peer Avg (YTD)
+15.20%
vs Peers
-0.46%

JVTNX Mutual Fund Performance

JVTNX performance across multiple time periods: 1-month 0.94%, YTD 14.74%, 1-year 19.26%, 3-year 20.81%, 5-year 11.07%, 10-year 16.70%.

JVTNX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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