RIVBX Mutual Fund

RIVBX Mutual Fund

NAV$28.78
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Returns Overview

1 Month
-3.78%
3 Months
+3.70%
6 Months
+9.37%
YTD
-4.41%
1 Year
-7.22%
3 Years (annualized)
+10.08%
5 Years (annualized)
+2.65%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.41%
Peer Avg (YTD)
+8.68%
vs Peers
-13.09%

RIVBX Mutual Fund Performance

RIVBX performance across multiple time periods: 1-month -3.78%, YTD -4.41%, 1-year -7.22%, 3-year 10.08%, 5-year 2.65%, 10-year 12.15%.

RIVBX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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