REVIX Mutual Fund

REVIX Mutual Fund

NAV$21.42
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Returns Overview

1 Month
-0.14%
3 Months
-3.00%
6 Months
+16.88%
YTD
+18.61%
1 Year
+30.84%
3 Years (annualized)
+23.24%
5 Years (annualized)
+9.91%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REVIX 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
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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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+18.61%
Peer Avg (YTD)
+20.48%
vs Peers
-1.87%

REVIX Mutual Fund Performance

REVIX performance across multiple time periods: 1-month -0.14%, YTD 18.61%, 1-year 30.84%, 3-year 23.24%, 5-year 9.91%, 10-year 10.58%.

REVIX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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