JVLIX Mutual Fund

JVLIX Mutual Fund

NAV$28.98
See how much of JVLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.61%
3 Months
+0.75%
6 Months
+8.27%
YTD
+17.79%
1 Year
+29.91%
3 Years (annualized)
+32.37%
5 Years (annualized)
+23.01%
10 Years (annualized)
+20.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JVLIX 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

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+17.79%
Peer Avg (YTD)
+12.44%
vs Peers
+5.36%

JVLIX Mutual Fund Performance

JVLIX performance across multiple time periods: 1-month 2.61%, YTD 17.79%, 1-year 29.91%, 3-year 32.37%, 5-year 23.01%, 10-year 20.55%.

JVLIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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