JLVIX Mutual Fund

NAV$76.07

Returns Overview

1 Month
-2.95%
3 Months
+9.89%
6 Months
+0.83%
YTD
+0.55%
1 Year
+9.27%
3 Years (annualized)
+14.22%
5 Years (annualized)
+7.73%
10 Years (annualized)
+12.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLVIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+9.51%
vs Peers
-8.96%

JLVIX Mutual Fund Performance

JLVIX performance across multiple time periods: 1-month -2.95%, YTD 0.55%, 1-year 9.27%, 3-year 14.22%, 5-year 7.73%, 10-year 12.87%.

JLVIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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