REVRX Mutual Fund

REVRX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
-1.76%
3 Months
+3.32%
6 Months
+13.34%
YTD
+11.60%
1 Year
+16.48%
3 Years (annualized)
+17.49%
5 Years (annualized)
+10.31%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REVRX 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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+10.00%
vs Peers
+1.60%

REVRX Mutual Fund Performance

REVRX performance across multiple time periods: 1-month -1.76%, YTD 11.60%, 1-year 16.48%, 3-year 17.49%, 5-year 10.31%, 10-year 10.88%.

REVRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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