REVCX Mutual Fund

REVCX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
-1.78%
3 Months
+3.19%
6 Months
+13.09%
YTD
+11.18%
1 Year
+15.90%
3 Years (annualized)
+16.12%
5 Years (annualized)
+9.33%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REVCX 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
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📉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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+11.18%
Peer Avg (YTD)
+10.00%
vs Peers
+1.18%

REVCX Mutual Fund Performance

REVCX performance across multiple time periods: 1-month -1.78%, YTD 11.18%, 1-year 15.90%, 3-year 16.12%, 5-year 9.33%, 10-year 10.94%.

REVCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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