JPVRX Mutual Fund

NAV$23.56

Returns Overview

1 Month
-0.45%
3 Months
+4.77%
6 Months
+9.70%
YTD
+8.68%
1 Year
+29.63%
3 Years (annualized)
+24.91%
5 Years (annualized)
+15.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPVRX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+9.57%
vs Peers
-0.90%

JPVRX Mutual Fund Performance

JPVRX performance across multiple time periods: 1-month -0.45%, YTD 8.68%, 1-year 29.63%, 3-year 24.91%, 5-year 15.55%.

JPVRX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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