JVLIX Mutual Fund

JVLIX Mutual Fund

NAV$29.45
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Returns Overview

1 Month
-3.75%
3 Months
-1.64%
6 Months
+14.11%
YTD
+14.79%
1 Year
+26.45%
3 Years (annualized)
+30.18%
5 Years (annualized)
+23.62%
10 Years (annualized)
+20.51%

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
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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)
+14.79%
Peer Avg (YTD)
+10.00%
vs Peers
+4.80%

JVLIX Mutual Fund Performance

JVLIX performance across multiple time periods: 1-month -3.75%, YTD 14.79%, 1-year 26.45%, 3-year 30.18%, 5-year 23.62%, 10-year 20.51%.

JVLIX returns outperform the peer average of 10.00% 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.