JSIVX Mutual Fund

JSIVX Mutual Fund

NAV$28.64
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Returns Overview

1 Month
+1.25%
3 Months
+5.18%
6 Months
+9.85%
YTD
+16.03%
1 Year
+29.55%
3 Years (annualized)
+11.77%
5 Years (annualized)
+6.99%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.03%
Peer Avg (YTD)
+15.31%
vs Peers
+0.72%

JSIVX Mutual Fund Performance

JSIVX performance across multiple time periods: 1-month 1.25%, YTD 16.03%, 1-year 29.55%, 3-year 11.77%, 5-year 6.99%, 10-year 7.78%.

JSIVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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