JCVWX Mutual Fund

NAV$21.39

Returns Overview

1 Month
+2.16%
3 Months
+13.08%
6 Months
+6.76%
YTD
+5.41%
1 Year
+13.12%
3 Years (annualized)
+9.02%
5 Years (annualized)
+6.71%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVWX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+9.49%
vs Peers
-4.08%

JCVWX Mutual Fund Performance

JCVWX performance across multiple time periods: 1-month 2.16%, YTD 5.41%, 1-year 13.12%, 3-year 9.02%, 5-year 6.71%, 10-year 9.61%.

JCVWX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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