REVCX Mutual Fund

NAV$14.24

Returns Overview

1 Month
+0.70%
3 Months
+9.60%
6 Months
+8.49%
YTD
+7.75%
1 Year
+19.12%
3 Years (annualized)
+14.38%
5 Years (annualized)
+8.69%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REVCX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+7.75%
Peer Avg (YTD)
+9.49%
vs Peers
-1.74%

REVCX Mutual Fund Performance

REVCX performance across multiple time periods: 1-month 0.70%, YTD 7.75%, 1-year 19.12%, 3-year 14.38%, 5-year 8.69%, 10-year 10.72%.

REVCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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