JDVPX Mutual Fund

JDVPX Mutual Fund

NAV$29.46
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Returns Overview

1 Month
+2.55%
3 Months
+0.65%
6 Months
+8.04%
YTD
+18.76%
1 Year
+21.82%
3 Years (annualized)
+21.66%
5 Years (annualized)
+12.45%
10 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVPX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+18.76%
Peer Avg (YTD)
+14.61%
vs Peers
+4.15%

JDVPX Mutual Fund Performance

JDVPX performance across multiple time periods: 1-month 2.55%, YTD 18.76%, 1-year 21.82%, 3-year 21.66%, 5-year 12.45%, 10-year 12.48%.

JDVPX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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