JCVIX Mutual Fund

JCVIX Mutual Fund

NAV$22.50
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Returns Overview

1 Month
-4.37%
3 Months
+5.44%
6 Months
+19.15%
YTD
+11.11%
1 Year
+48.36%
3 Years (annualized)
+38.26%
5 Years (annualized)
+27.23%
10 Years (annualized)
+20.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.11%
Peer Avg (YTD)
+10.00%
vs Peers
+1.11%

JCVIX Mutual Fund Performance

JCVIX performance across multiple time periods: 1-month -4.37%, YTD 11.11%, 1-year 48.36%, 3-year 38.26%, 5-year 27.23%, 10-year 20.19%.

JCVIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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