JDVVX Mutual Fund

JDVVX Mutual Fund

NAV$29.68
See how much of JDVVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.60%
3 Months
+0.78%
6 Months
+8.31%
YTD
+17.85%
1 Year
+30.01%
3 Years (annualized)
+32.45%
5 Years (annualized)
+23.11%
10 Years (annualized)
+20.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+17.85%
Peer Avg (YTD)
+12.44%
vs Peers
+5.41%

JDVVX Mutual Fund Performance

JDVVX performance across multiple time periods: 1-month 2.60%, YTD 17.85%, 1-year 30.01%, 3-year 32.45%, 5-year 23.11%, 10-year 20.65%.

JDVVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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