JVAQX Mutual Fund

JVAQX Mutual Fund

NAV$43.55
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Returns Overview

1 Month
+4.44%
3 Months
+0.92%
6 Months
+9.66%
YTD
+14.99%
1 Year
+20.99%
3 Years (annualized)
+19.11%
5 Years (annualized)
+9.69%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVAQX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.99%
Peer Avg (YTD)
+14.61%
vs Peers
+0.38%

JVAQX Mutual Fund Performance

JVAQX performance across multiple time periods: 1-month 4.44%, YTD 14.99%, 1-year 20.99%, 3-year 19.11%, 5-year 9.69%, 10-year 10.97%.

JVAQX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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