REVRX Mutual Fund

NAV$14.62

Returns Overview

1 Month
+0.73%
3 Months
+9.69%
6 Months
+8.74%
YTD
+8.01%
1 Year
+19.76%
3 Years (annualized)
+14.97%
5 Years (annualized)
+9.25%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REVRX 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)
+8.01%
Peer Avg (YTD)
+9.49%
vs Peers
-1.48%

REVRX Mutual Fund Performance

REVRX performance across multiple time periods: 1-month 0.73%, YTD 8.01%, 1-year 19.76%, 3-year 14.97%, 5-year 9.25%, 10-year 10.36%.

REVRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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