JNVIX Mutual Fund

JNVIX Mutual Fund

NAV$16.98
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Returns Overview

1 Month
-5.03%
3 Months
+1.72%
6 Months
+4.14%
YTD
+1.50%
1 Year
-3.06%
3 Years (annualized)
+6.92%
5 Years (annualized)
+4.58%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNVIX 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 Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+6.72%
vs Peers
-5.22%

JNVIX Mutual Fund Performance

JNVIX performance across multiple time periods: 1-month -5.03%, YTD 1.50%, 1-year -3.06%, 3-year 6.92%, 5-year 4.58%, 10-year 8.74%.

JNVIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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