JPIVX Mutual Fund

JPIVX Mutual Fund

NAV$29.28
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Returns Overview

1 Month
+3.53%
3 Months
+2.61%
6 Months
+4.84%
YTD
+4.91%
1 Year
+11.95%
3 Years (annualized)
+12.87%
5 Years (annualized)
+15.21%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPIVX 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)
+4.91%
Peer Avg (YTD)
+4.51%
vs Peers
+0.40%

JPIVX Mutual Fund Performance

JPIVX performance across multiple time periods: 1-month 3.53%, YTD 4.91%, 1-year 11.95%, 3-year 12.87%, 5-year 15.21%, 10-year 8.85%.

JPIVX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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