JVTIX Mutual Fund

NAV$102.77

Returns Overview

1 Month
+6.53%
3 Months
+21.15%
6 Months
+17.81%
YTD
+17.81%
1 Year
+29.58%
3 Years (annualized)
+19.35%
5 Years (annualized)
+11.20%
10 Years (annualized)
+17.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVTIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.81%
Peer Avg (YTD)
+18.52%
vs Peers
-0.71%

JVTIX Mutual Fund Performance

JVTIX performance across multiple time periods: 1-month 6.53%, YTD 17.81%, 1-year 29.58%, 3-year 19.35%, 5-year 11.20%, 10-year 17.04%.

JVTIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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