JNVIX Mutual Fund

NAV$17.34

Returns Overview

1 Month
+6.91%
3 Months
+7.30%
6 Months
+2.91%
YTD
+5.80%
1 Year
-2.33%
3 Years (annualized)
+4.27%
5 Years (annualized)
+4.10%
10 Years (annualized)
+8.91%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+10.82%
vs Peers
-5.02%

JNVIX Mutual Fund Performance

JNVIX performance across multiple time periods: 1-month 6.91%, YTD 5.80%, 1-year -2.33%, 3-year 4.27%, 5-year 4.10%, 10-year 8.91%.

JNVIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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