RVI vs. JPM

Last updated Jun 6, 2026

RVI (Robinhood Ventures Fund I) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — RVI in Asset Management, JPM in Banks - Diversified. At a correlation of -0.10, they often move in opposite directions.

Performance

RVI vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Robinhood Ventures Fund I (RVI) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RVI

• 1D: -10.93%
• 1M: 16.88%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JPM

• 1D: 0.48%
• 1M: -0.80%
• YTD: -2.12%
• 6M: 0.11%
• 1Y: 21.57%
• 3Y*: 33.89%
• 5Y*: 16.32%
• 10Y*: 20.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RVI vs. JPM - Yearly Performance Comparison

	2026 (YTD)
RVI Robinhood Ventures Fund I	78.10%
JPM JPMorgan Chase & Co.	8.46%

Correlation

The correlation between RVI and JPM is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 9, 2026	-0.10

Fundamentals

Total Revenue (TTM) RVI : $39.77M JPM : $285.09B
Gross Profit (TTM) RVI : $16.19M JPM : $173.52B
EBITDA (TTM) RVI : $40.45M JPM : $81.46B

Return for Risk

RVI vs. JPM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JPM

JPM Risk / Return Rank: 67
JPM Sharpe Ratio Rank: 72
JPM Sortino Ratio Rank: 64
JPM Omega Ratio Rank: 63
JPM Calmar Ratio Rank: 67
JPM Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RVI vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Robinhood Ventures Fund I (RVI) and JPMorgan Chase & Co. (JPM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	RVI	JPM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.00	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.67	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.74	—
Sharpe Ratio (All Time) Calculated using the full available price history	6.44	0.34	+6.10

Drawdowns

RVI vs. JPM - Drawdown Comparison

The maximum RVI drawdown since its inception was -49.26%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for RVI and JPM.

Drawdown Indicators

	RVI	JPM	Difference
Max Drawdown Largest peak-to-trough decline	-49.26%	-76.16%	+26.90%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.47%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-24.42%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-38.77%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.63%	—
Current Drawdown Current decline from peak	-49.26%	-6.17%	-43.09%
Average Drawdown Average peak-to-trough decline	-14.50%	-17.62%	+3.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.49%	—

Volatility

Volatility by Period

	RVI	JPM	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.00%	—
Volatility (6M) Calculated over the trailing 6-month period	—	17.42%	—
Volatility (1Y) Calculated over the trailing 1-year period	154.22%	21.64%	+132.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	154.22%	24.44%	+129.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	154.22%	27.39%	+126.83%

Dividends

RVI vs. JPM - Dividend Comparison

RVI has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 1.89%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JPM JPMorgan Chase & Co.	1.89%	1.72%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%
RVI Robinhood Ventures Fund I	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both RVI and JPM in my portfolio?

RVI and JPM have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.