JIVCX Mutual Fund

JIVCX Mutual Fund

NAV$27.93
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Returns Overview

1 Month
+3.52%
3 Months
+2.60%
6 Months
+4.72%
YTD
+4.80%
1 Year
+17.73%
3 Years (annualized)
+14.21%
5 Years (annualized)
+15.69%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIVCX 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)
+4.80%
Peer Avg (YTD)
+4.51%
vs Peers
+0.29%

JIVCX Mutual Fund Performance

JIVCX performance across multiple time periods: 1-month 3.52%, YTD 4.80%, 1-year 17.73%, 3-year 14.21%, 5-year 15.69%, 10-year 8.79%.

JIVCX returns outperform the peer average of 4.51% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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