RDVIX Mutual Fund

RDVIX Mutual Fund

NAV$2.52
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Returns Overview

1 Month
-6.79%
3 Months
-3.11%
6 Months
+8.15%
YTD
+10.24%
1 Year
+11.57%
3 Years (annualized)
+38.23%
5 Years (annualized)
+21.40%
10 Years (annualized)
+16.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDVIX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+6.73%
vs Peers
+3.51%

RDVIX Mutual Fund Performance

RDVIX performance across multiple time periods: 1-month -6.79%, YTD 10.24%, 1-year 11.57%, 3-year 38.23%, 5-year 21.40%, 10-year 16.68%.

RDVIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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