REVCX Mutual Fund

REVCX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
+1.61%
3 Months
+4.33%
6 Months
+6.18%
YTD
+9.48%
1 Year
+18.20%
3 Years (annualized)
+14.11%
5 Years (annualized)
+8.96%
10 Years (annualized)
+10.59%

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
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📉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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+11.41%
vs Peers
-1.93%

REVCX Mutual Fund Performance

REVCX performance across multiple time periods: 1-month 1.61%, YTD 9.48%, 1-year 18.20%, 3-year 14.11%, 5-year 8.96%, 10-year 10.59%.

REVCX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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