JLVIX Mutual Fund

JLVIX Mutual Fund

NAV$74.80
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Returns Overview

1 Month
+3.51%
3 Months
+3.42%
6 Months
+10.01%
YTD
+7.15%
1 Year
+12.58%
3 Years (annualized)
+15.92%
5 Years (annualized)
+7.82%
10 Years (annualized)
+12.72%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+11.21%
vs Peers
-4.06%

JLVIX Mutual Fund Performance

JLVIX performance across multiple time periods: 1-month 3.51%, YTD 7.15%, 1-year 12.58%, 3-year 15.92%, 5-year 7.82%, 10-year 12.72%.

JLVIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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