RYVFX Mutual Fund

RYVFX Mutual Fund

NAV$11.54
See how much of RYVFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.90%
3 Months
-2.82%
6 Months
+12.46%
YTD
+16.38%
1 Year
+17.83%
3 Years (annualized)
+14.07%
5 Years (annualized)
+9.29%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYVFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.38%
Peer Avg (YTD)
+10.34%
vs Peers
+6.03%

RYVFX Mutual Fund Performance

RYVFX performance across multiple time periods: 1-month -2.90%, YTD 16.38%, 1-year 17.83%, 3-year 14.07%, 5-year 9.29%, 10-year 8.69%.

RYVFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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