JCVIX Mutual Fund

JCVIX Mutual Fund

NAV$23.63
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Returns Overview

1 Month
+6.71%
3 Months
+4.42%
6 Months
+18.27%
YTD
+18.57%
1 Year
+58.88%
3 Years (annualized)
+43.95%
5 Years (annualized)
+26.96%
10 Years (annualized)
+20.47%

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)
+18.57%
Peer Avg (YTD)
+12.44%
vs Peers
+6.13%

JCVIX Mutual Fund Performance

JCVIX performance across multiple time periods: 1-month 6.71%, YTD 18.57%, 1-year 58.88%, 3-year 43.95%, 5-year 26.96%, 10-year 20.47%.

JCVIX returns outperform the peer average of 12.44% 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.