JCVIX Mutual Fund

JCVIX Mutual Fund

NAV$22.90
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Returns Overview

1 Month
+7.75%
3 Months
+13.26%
6 Months
+15.24%
YTD
+14.95%
1 Year
+25.85%
3 Years (annualized)
+11.30%
5 Years (annualized)
+9.55%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVIX 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 Index(^RUI)
This Mutual Fund (YTD)
+14.95%
Peer Avg (YTD)
+11.41%
vs Peers
+3.54%

JCVIX Mutual Fund Performance

JCVIX performance across multiple time periods: 1-month 7.75%, YTD 14.95%, 1-year 25.85%, 3-year 11.30%, 5-year 9.55%, 10-year 10.30%.

JCVIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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