JSIVX Mutual Fund

NAV$29.09

Returns Overview

1 Month
+4.23%
3 Months
+11.51%
6 Months
+15.21%
YTD
+14.60%
1 Year
+29.43%
3 Years (annualized)
+11.55%
5 Years (annualized)
+6.35%
10 Years (annualized)
+8.07%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.60%
Peer Avg (YTD)
+18.52%
vs Peers
-3.92%

JSIVX Mutual Fund Performance

JSIVX performance across multiple time periods: 1-month 4.23%, YTD 14.60%, 1-year 29.43%, 3-year 11.55%, 5-year 6.35%, 10-year 8.07%.

JSIVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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