JDVIX Mutual Fund

JDVIX Mutual Fund

NAV$18.40
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Returns Overview

1 Month
-1.32%
3 Months
-1.58%
6 Months
+2.42%
YTD
+10.81%
1 Year
+15.77%
3 Years (annualized)
+20.76%
5 Years (annualized)
+12.13%
10 Years (annualized)
+9.44%

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)
+10.81%
Peer Avg (YTD)
+10.38%
vs Peers
+0.43%

JDVIX Mutual Fund Performance

JDVIX performance across multiple time periods: 1-month -1.32%, YTD 10.81%, 1-year 15.77%, 3-year 20.76%, 5-year 12.13%, 10-year 9.44%.

JDVIX returns outperform the peer average of 10.38% 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.