JSVZX Mutual Fund

NAV$29.85

Returns Overview

1 Month
+0.78%
3 Months
+7.26%
6 Months
+13.11%
YTD
+20.80%
1 Year
+41.57%
3 Years (annualized)
+17.48%
5 Years (annualized)
+8.09%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSVZX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.80%
Peer Avg (YTD)
+18.52%
vs Peers
+2.28%

JSVZX Mutual Fund Performance

JSVZX performance across multiple time periods: 1-month 0.78%, YTD 20.80%, 1-year 41.57%, 3-year 17.48%, 5-year 8.09%, 10-year 9.73%.

JSVZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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