JIVMX Mutual Fund

NAV$29.37

Returns Overview

1 Month
+3.52%
3 Months
+2.65%
6 Months
+4.90%
YTD
+4.97%
1 Year
+12.12%
3 Years (annualized)
+13.04%
5 Years (annualized)
+15.41%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIVMX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+4.51%
vs Peers
+0.46%

JIVMX Mutual Fund Performance

JIVMX performance across multiple time periods: 1-month 3.52%, YTD 4.97%, 1-year 12.12%, 3-year 13.04%, 5-year 15.41%, 10-year 9.17%.

JIVMX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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