JVTSX Mutual Fund

JVTSX Mutual Fund

NAV$85.76
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Returns Overview

1 Month
+0.68%
3 Months
-5.45%
6 Months
-0.38%
YTD
+7.16%
1 Year
+8.93%
3 Years (annualized)
+17.55%
5 Years (annualized)
+2.13%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTSX 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)
+7.16%
Peer Avg (YTD)
+12.21%
vs Peers
-5.05%

JVTSX Mutual Fund Performance

JVTSX performance across multiple time periods: 1-month 0.68%, YTD 7.16%, 1-year 8.93%, 3-year 17.55%, 5-year 2.13%, 10-year 9.85%.

JVTSX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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