JDRVX Mutual Fund

NAV$7.82

Returns Overview

1 Month
-1.88%
3 Months
-1.64%
6 Months
-2.86%
YTD
-2.62%
1 Year
+2.50%
3 Years (annualized)
+6.01%
5 Years (annualized)
+3.77%
10 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDRVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government Bond Index(^BBUGB)
This Mutual Fund (YTD)
-2.62%
Peer Avg (YTD)
+3.23%
vs Peers
-5.84%

JDRVX Mutual Fund Performance

JDRVX performance across multiple time periods: 1-month -1.88%, YTD -2.62%, 1-year 2.50%, 3-year 6.01%, 5-year 3.77%, 10-year 2.52%.

JDRVX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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