JVTNX Mutual Fund

JVTNX Mutual Fund

NAV$105.97
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Returns Overview

1 Month
+6.54%
3 Months
+21.19%
6 Months
+17.87%
YTD
+17.87%
1 Year
+29.71%
3 Years (annualized)
+17.40%
5 Years (annualized)
+6.85%
10 Years (annualized)
+12.25%

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)
+17.87%
Peer Avg (YTD)
+18.52%
vs Peers
-0.66%

JVTNX Mutual Fund Performance

JVTNX performance across multiple time periods: 1-month 6.54%, YTD 17.87%, 1-year 29.71%, 3-year 17.40%, 5-year 6.85%, 10-year 12.25%.

JVTNX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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