RIVCX Mutual Fund

RIVCX Mutual Fund

NAV$14.82
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Returns Overview

1 Month
-3.25%
3 Months
+3.55%
6 Months
+11.29%
YTD
+10.53%
1 Year
+19.97%
3 Years (annualized)
+19.67%
5 Years (annualized)
+13.27%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVCX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+6.72%
vs Peers
+3.81%

RIVCX Mutual Fund Performance

RIVCX performance across multiple time periods: 1-month -3.25%, YTD 10.53%, 1-year 19.97%, 3-year 19.67%, 5-year 13.27%, 10-year 11.52%.

RIVCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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