RDVIX Mutual Fund

NAV$2.69

Returns Overview

1 Month
+5.57%
3 Months
+11.61%
6 Months
+15.32%
YTD
+13.77%
1 Year
+97.35%
3 Years (annualized)
+37.23%
5 Years (annualized)
+20.92%
10 Years (annualized)
+16.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDVIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+13.77%
Peer Avg (YTD)
+10.82%
vs Peers
+2.95%

RDVIX Mutual Fund Performance

RDVIX performance across multiple time periods: 1-month 5.57%, YTD 13.77%, 1-year 97.35%, 3-year 37.23%, 5-year 20.92%, 10-year 16.77%.

RDVIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

RDVIX performance comparison shows side-by-side returns with another fund. RDVIX alternatives are available in the Mutual Fund Screener.