JSIVX Mutual Fund

JSIVX Mutual Fund

NAV$26.82
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Returns Overview

1 Month
-5.94%
3 Months
-5.34%
6 Months
+5.56%
YTD
+8.48%
1 Year
+12.28%
3 Years (annualized)
+12.58%
5 Years (annualized)
+7.38%
10 Years (annualized)
+7.93%

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)
+8.48%
Peer Avg (YTD)
+10.34%
vs Peers
-1.86%

JSIVX Mutual Fund Performance

JSIVX performance across multiple time periods: 1-month -5.94%, YTD 8.48%, 1-year 12.28%, 3-year 12.58%, 5-year 7.38%, 10-year 7.93%.

JSIVX returns trail the peer average of 10.34% 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.