RVACX Mutual Fund

RVACX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
-5.00%
3 Months
-1.87%
6 Months
+3.85%
YTD
+4.72%
1 Year
+6.67%
3 Years (annualized)
+9.20%
5 Years (annualized)
+6.50%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RVACX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+6.72%
vs Peers
-2.00%

RVACX Mutual Fund Performance

RVACX performance across multiple time periods: 1-month -5.00%, YTD 4.72%, 1-year 6.67%, 3-year 9.20%, 5-year 6.50%, 10-year 8.37%.

RVACX returns trail 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.

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