RDVIX Mutual Fund

RDVIX Mutual Fund

NAV$2.67
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Returns Overview

1 Month
+3.95%
3 Months
+7.94%
6 Months
+11.75%
YTD
+19.88%
1 Year
+23.50%
3 Years (annualized)
+16.66%
5 Years (annualized)
+10.19%
10 Years (annualized)
+11.12%

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
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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 2500 Index(^R25I)
This Mutual Fund (YTD)
+19.88%
Peer Avg (YTD)
+9.54%
vs Peers
+10.34%

RDVIX Mutual Fund Performance

RDVIX performance across multiple time periods: 1-month 3.95%, YTD 19.88%, 1-year 23.50%, 3-year 16.66%, 5-year 10.19%, 10-year 11.12%.

RDVIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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