JDVSX Mutual Fund

NAV$15.98

Returns Overview

1 Month
-0.03%
3 Months
+8.10%
6 Months
+4.30%
YTD
+3.97%
1 Year
+10.57%
3 Years (annualized)
+11.56%
5 Years (annualized)
+5.78%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+5.87%
vs Peers
-1.90%

JDVSX Mutual Fund Performance

JDVSX performance across multiple time periods: 1-month -0.03%, YTD 3.97%, 1-year 10.57%, 3-year 11.56%, 5-year 5.78%, 10-year 8.57%.

JDVSX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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