JPVZX Mutual Fund

NAV$22.68

Returns Overview

1 Month
-0.51%
3 Months
+4.63%
6 Months
+9.36%
YTD
+8.36%
1 Year
+28.79%
3 Years (annualized)
+24.10%
5 Years (annualized)
+14.81%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPVZX 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

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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)
+8.36%
Peer Avg (YTD)
+9.57%
vs Peers
-1.21%

JPVZX Mutual Fund Performance

JPVZX performance across multiple time periods: 1-month -0.51%, YTD 8.36%, 1-year 28.79%, 3-year 24.10%, 5-year 14.81%, 10-year 10.45%.

JPVZX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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