JDVNX Mutual Fund

JDVNX Mutual Fund

NAV$29.75
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Returns Overview

1 Month
+2.60%
3 Months
+0.78%
6 Months
+8.31%
YTD
+19.31%
1 Year
+22.44%
3 Years (annualized)
+22.27%
5 Years (annualized)
+13.00%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+19.31%
Peer Avg (YTD)
+14.61%
vs Peers
+4.69%

JDVNX Mutual Fund Performance

JDVNX performance across multiple time periods: 1-month 2.60%, YTD 19.31%, 1-year 22.44%, 3-year 22.27%, 5-year 13.00%, 10-year 13.05%.

JDVNX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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