REVIX Mutual Fund

REVIX Mutual Fund

NAV$21.46
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Returns Overview

1 Month
-3.80%
3 Months
+4.07%
6 Months
+9.20%
YTD
+20.39%
1 Year
+43.47%
3 Years (annualized)
+20.47%
5 Years (annualized)
+10.47%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REVIX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+20.39%
Peer Avg (YTD)
+17.66%
vs Peers
+2.73%

REVIX Mutual Fund Performance

REVIX performance across multiple time periods: 1-month -3.80%, YTD 20.39%, 1-year 43.47%, 3-year 20.47%, 5-year 10.47%, 10-year 10.58%.

REVIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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