JDVIX Mutual Fund

NAV$19.33

Returns Overview

1 Month
-1.34%
3 Months
+7.71%
6 Months
+10.49%
YTD
+9.51%
1 Year
+23.03%
3 Years (annualized)
+17.93%
5 Years (annualized)
+12.06%
10 Years (annualized)
+9.82%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+8.71%
vs Peers
+0.79%

JDVIX Mutual Fund Performance

JDVIX performance across multiple time periods: 1-month -1.34%, YTD 9.51%, 1-year 23.03%, 3-year 17.93%, 5-year 12.06%, 10-year 9.82%.

JDVIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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