RELVX Mutual Fund

RELVX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
+0.42%
3 Months
+3.70%
6 Months
+7.92%
YTD
+10.55%
1 Year
+20.78%
3 Years (annualized)
+15.52%
5 Years (annualized)
+9.64%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RELVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+6.57%
vs Peers
+3.98%

RELVX Mutual Fund Performance

RELVX performance across multiple time periods: 1-month 0.42%, YTD 10.55%, 1-year 20.78%, 3-year 15.52%, 5-year 9.64%, 10-year 9.42%.

RELVX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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