RIVHX Mutual Fund

RIVHX Mutual Fund

NAV$21.32
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Returns Overview

1 Month
-3.23%
3 Months
-0.09%
6 Months
+9.56%
YTD
+5.33%
1 Year
+9.85%
3 Years (annualized)
+13.75%
5 Years (annualized)
+5.96%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVHX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+8.68%
vs Peers
-3.35%

RIVHX Mutual Fund Performance

RIVHX performance across multiple time periods: 1-month -3.23%, YTD 5.33%, 1-year 9.85%, 3-year 13.75%, 5-year 5.96%, 10-year 8.70%.

RIVHX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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