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| Morningstar Return Rating: | Low | | Year to Date Return: | 28.13% | | 5-Year Average Return: | -4.59% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.68% | |
Worst 1-Yr Total Return (2008): | -46.97% | |
Best 3-Yr Total Return (2004-6): | 12.32% | |
Worst 3-Yr Total Return (2006-8): | -19.45% |
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| 1-Year: | -5.04% | | 3-Year: | -14.82% | | 5-Year: | -4.09% | | 10-Year: | 5.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JCVBX | Category | Diff | Index* | Diff | | Year To Date | 28.13 | 15.79 | 12.34 | 17.05 | 11.08 | | 1-Month | -4.02 | -2.21 | -1.81 | -1.86 | -2.16 | | 3-Month | 8.10 | 5.62 | 2.48 | 5.48 | 2.62 | | 1-Year | 18.94 | 9.52 | 9.42 | 9.80 | 9.14 | | 3-Year | -15.99 | -8.36 | -7.63 | -7.02 | -8.97 | | 5-Year | -4.59 | 0.18 | -4.77 | 0.33 | -4.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.72 | 46.84 | 31.88 | 45.76 | 32.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.20 | -16.40 | 1.2 | -18.25 | 3.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JCVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.97 | -37.09 | -9.88 | | 2007 | | | -14.80 | 1.42 | -16.22 | | 2006 | | | 15.68 | 18.15 | -2.47 | | 2005 | | | 7.99 | 5.95 | 2.04 | | 2004 | | | 13.44 | 12.97 | 0.47 | | 2003 | | | 35.35 | 28.44 | 6.91 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JCVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.96 | 26.99 | 23.61 | N/A | | 2008 | -11.06 | -12.17 | -9.06 | -25.36 | | 2007 | -1.06 | 6.93 | -6.83 | -13.57 | | 2006 | 4.30 | -2.98 | 8.78 | 5.10 | | 2005 | -2.10 | 4.15 | 2.06 | 3.77 | | 2004 | 3.71 | 1.76 | -1.83 | 9.49 | | 2003 | -5.78 | 20.38 | 3.87 | 14.89 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 93 | 1335 | 6.97 | | 1-Month | 1282 | 1379 | 92.97 | | 3-Month | 451 | 1368 | 32.97 | | 6-Month | 94 | 1346 | 6.98 | | 1-Year | 63 | 1318 | 4.78 | | 3-Year | 924 | 1124 | 82.21 | | 5-Year | 786 | 934 | 84.15 |
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