JRVXX Mutual Fund

JRVXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.25%
3 Months
+0.79%
6 Months
+1.54%
YTD
+1.54%
1 Year
+3.43%
3 Years (annualized)
+4.20%
5 Years (annualized)
+3.20%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRVXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+1.70%
vs Peers
-0.16%

JRVXX Mutual Fund Performance

JRVXX performance across multiple time periods: 1-month 0.25%, YTD 1.54%, 1-year 3.43%, 3-year 4.20%, 5-year 3.20%, 10-year 2.01%.

JRVXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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