RIVLX Mutual Fund

RIVLX Mutual Fund

NAV$21.37
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Returns Overview

1 Month
-3.18%
3 Months
+0.05%
6 Months
+9.92%
YTD
+5.88%
1 Year
+10.65%
3 Years (annualized)
+14.59%
5 Years (annualized)
+6.64%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVLX 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)
+5.88%
Peer Avg (YTD)
+8.68%
vs Peers
-2.80%

RIVLX Mutual Fund Performance

RIVLX performance across multiple time periods: 1-month -3.18%, YTD 5.88%, 1-year 10.65%, 3-year 14.59%, 5-year 6.64%, 10-year 9.35%.

RIVLX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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