JSVRX Mutual Fund

JSVRX Mutual Fund

NAV$33.00
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Returns Overview

1 Month
+2.43%
3 Months
-2.94%
6 Months
+3.76%
YTD
+17.51%
1 Year
+22.99%
3 Years (annualized)
+20.68%
5 Years (annualized)
+7.62%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.51%
Peer Avg (YTD)
+18.46%
vs Peers
-0.95%

JSVRX Mutual Fund Performance

JSVRX performance across multiple time periods: 1-month 2.43%, YTD 17.51%, 1-year 22.99%, 3-year 20.68%, 5-year 7.62%, 10-year 9.66%.

JSVRX returns trail the peer average of 18.46% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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