JVTSX Mutual Fund

JVTSX Mutual Fund

NAV$89.55
See how much of JVTSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.60%
3 Months
+5.37%
6 Months
+11.21%
YTD
+13.34%
1 Year
+21.25%
3 Years (annualized)
+11.95%
5 Years (annualized)
+4.08%
10 Years (annualized)
+10.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.34%
Peer Avg (YTD)
+15.31%
vs Peers
-1.97%

JVTSX Mutual Fund Performance

JVTSX performance across multiple time periods: 1-month -3.60%, YTD 13.34%, 1-year 21.25%, 3-year 11.95%, 5-year 4.08%, 10-year 10.01%.

JVTSX returns trail the peer average of 15.31% 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.