RIVSX Mutual Fund

RIVSX Mutual Fund

NAV$24.80
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Returns Overview

1 Month
-0.52%
3 Months
-6.24%
6 Months
+19.88%
YTD
+26.40%
1 Year
+33.34%
3 Years (annualized)
+16.54%
5 Years (annualized)
+7.09%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVSX 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
Morningstar US Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+26.40%
Peer Avg (YTD)
+10.34%
vs Peers
+16.06%

RIVSX Mutual Fund Performance

RIVSX performance across multiple time periods: 1-month -0.52%, YTD 26.40%, 1-year 33.34%, 3-year 16.54%, 5-year 7.09%, 10-year 11.35%.

RIVSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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