JDVIX Mutual Fund

JDVIX Mutual Fund

NAV$19.41
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Returns Overview

1 Month
+2.82%
3 Months
+4.06%
6 Months
+5.57%
YTD
+13.61%
1 Year
+29.03%
3 Years (annualized)
+17.55%
5 Years (annualized)
+12.76%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.61%
Peer Avg (YTD)
+11.12%
vs Peers
+2.49%

JDVIX Mutual Fund Performance

JDVIX performance across multiple time periods: 1-month 2.82%, YTD 13.61%, 1-year 29.03%, 3-year 17.55%, 5-year 12.76%, 10-year 9.70%.

JDVIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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