JIVAX Mutual Fund

JIVAX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
+3.52%
3 Months
+2.63%
6 Months
+4.81%
YTD
+4.88%
1 Year
+11.78%
3 Years (annualized)
+12.64%
5 Years (annualized)
+14.96%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIVAX 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 Value Index(RLV)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+4.51%
vs Peers
+0.37%

JIVAX Mutual Fund Performance

JIVAX performance across multiple time periods: 1-month 3.52%, YTD 4.88%, 1-year 11.78%, 3-year 12.64%, 5-year 14.96%, 10-year 8.72%.

JIVAX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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