JVFLX Mutual Fund

JVFLX Mutual Fund

NAV$26.97
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Returns Overview

1 Month
+6.19%
3 Months
+4.06%
6 Months
+7.64%
YTD
+12.99%
1 Year
+17.00%
3 Years (annualized)
+20.57%
5 Years (annualized)
+10.99%
10 Years (annualized)
+13.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVFLX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+20.32%
vs Peers
-7.33%

JVFLX Mutual Fund Performance

JVFLX performance across multiple time periods: 1-month 6.19%, YTD 12.99%, 1-year 17.00%, 3-year 20.57%, 5-year 10.99%, 10-year 13.44%.

JVFLX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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