JIVRX Mutual Fund

JIVRX Mutual Fund

NAV$29.38
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Returns Overview

1 Month
+3.49%
3 Months
+2.62%
6 Months
+4.85%
YTD
+4.92%
1 Year
+12.00%
3 Years (annualized)
+12.93%
5 Years (annualized)
+15.28%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIVRX 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)
+4.92%
Peer Avg (YTD)
+4.51%
vs Peers
+0.41%

JIVRX Mutual Fund Performance

JIVRX performance across multiple time periods: 1-month 3.49%, YTD 4.92%, 1-year 12.00%, 3-year 12.93%, 5-year 15.28%, 10-year 8.97%.

JIVRX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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