JVAAX Mutual Fund

NAV$42.20

Returns Overview

1 Month
+3.38%
3 Months
+10.65%
6 Months
+10.10%
YTD
+9.28%
1 Year
+16.66%
3 Years (annualized)
+12.63%
5 Years (annualized)
+8.03%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+9.49%
vs Peers
-0.21%

JVAAX Mutual Fund Performance

JVAAX performance across multiple time periods: 1-month 3.38%, YTD 9.28%, 1-year 16.66%, 3-year 12.63%, 5-year 8.03%, 10-year 9.93%.

JVAAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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