JVAPX Mutual Fund

NAV$41.31

Returns Overview

1 Month
+3.37%
3 Months
+10.66%
6 Months
+10.12%
YTD
+9.29%
1 Year
+16.67%
3 Years (annualized)
+12.59%
5 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAPX 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

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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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+9.49%
vs Peers
-0.20%

JVAPX Mutual Fund Performance

JVAPX performance across multiple time periods: 1-month 3.37%, YTD 9.29%, 1-year 16.67%, 3-year 12.59%, 5-year 8.01%.

JVAPX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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