JLVIX Mutual Fund

JLVIX Mutual Fund

NAV$76.75
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Returns Overview

1 Month
+2.95%
3 Months
+1.73%
6 Months
+3.65%
YTD
+3.52%
1 Year
+11.72%
3 Years (annualized)
+13.96%
5 Years (annualized)
+7.91%
10 Years (annualized)
+12.55%

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)
+3.52%
Peer Avg (YTD)
+9.41%
vs Peers
-5.89%

JLVIX Mutual Fund Performance

JLVIX performance across multiple time periods: 1-month 2.95%, YTD 3.52%, 1-year 11.72%, 3-year 13.96%, 5-year 7.91%, 10-year 12.55%.

JLVIX returns trail the peer average of 9.41% 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.