JIVZX Mutual Fund

JIVZX Mutual Fund

NAV$28.25
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Returns Overview

1 Month
+3.49%
3 Months
+2.58%
6 Months
+4.70%
YTD
+4.77%
1 Year
+17.70%
3 Years (annualized)
+14.31%
5 Years (annualized)
+15.83%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIVZX 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)
+4.77%
Peer Avg (YTD)
+4.51%
vs Peers
+0.26%

JIVZX Mutual Fund Performance

JIVZX performance across multiple time periods: 1-month 3.49%, YTD 4.77%, 1-year 17.70%, 3-year 14.31%, 5-year 15.83%, 10-year 8.92%.

JIVZX returns outperform the peer average of 4.51% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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