RELVX Mutual Fund

NAV$17.83

Returns Overview

1 Month
-0.23%
3 Months
+12.40%
6 Months
+10.71%
YTD
+10.08%
1 Year
+21.22%
3 Years (annualized)
+16.51%
5 Years (annualized)
+9.79%
10 Years (annualized)
+9.74%

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
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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+6.73%
vs Peers
+3.36%

RELVX Mutual Fund Performance

RELVX performance across multiple time periods: 1-month -0.23%, YTD 10.08%, 1-year 21.22%, 3-year 16.51%, 5-year 9.79%, 10-year 9.74%.

RELVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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