JVANX Mutual Fund

NAV$27.51

Returns Overview

1 Month
-1.61%
3 Months
+2.80%
6 Months
+4.48%
YTD
+10.48%
1 Year
+27.95%
3 Years (annualized)
+18.73%
5 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVANX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+9.13%
vs Peers
+1.35%

JVANX Mutual Fund Performance

JVANX performance across multiple time periods: 1-month -1.61%, YTD 10.48%, 1-year 27.95%, 3-year 18.73%, 5-year 8.98%.

JVANX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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