RIVRX Mutual Fund

RIVRX Mutual Fund

NAV$27.51
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Returns Overview

1 Month
-3.80%
3 Months
+3.63%
6 Months
+9.26%
YTD
-4.57%
1 Year
-7.44%
3 Years (annualized)
+9.85%
5 Years (annualized)
+2.41%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVRX 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)
-4.57%
Peer Avg (YTD)
+8.68%
vs Peers
-13.25%

RIVRX Mutual Fund Performance

RIVRX performance across multiple time periods: 1-month -3.80%, YTD -4.57%, 1-year -7.44%, 3-year 9.85%, 5-year 2.41%, 10-year 11.93%.

RIVRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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