JVCNX Mutual Fund

NAV$11.23

Returns Overview

1 Month
-1.06%
3 Months
-0.62%
6 Months
-0.71%
YTD
-0.35%
1 Year
+15.51%
3 Years (annualized)
+7.99%
5 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVCNX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.35%
Peer Avg (YTD)
+3.23%
vs Peers
-3.58%

JVCNX Mutual Fund Performance

JVCNX performance across multiple time periods: 1-month -1.06%, YTD -0.35%, 1-year 15.51%, 3-year 7.99%, 5-year 2.15%.

JVCNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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