REVRX Mutual Fund

REVRX Mutual Fund

NAV$14.74
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Returns Overview

1 Month
+1.65%
3 Months
+4.44%
6 Months
+6.39%
YTD
+9.79%
1 Year
+18.76%
3 Years (annualized)
+14.69%
5 Years (annualized)
+9.51%
10 Years (annualized)
+10.23%

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
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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)
+9.79%
Peer Avg (YTD)
+11.41%
vs Peers
-1.62%

REVRX Mutual Fund Performance

REVRX performance across multiple time periods: 1-month 1.65%, YTD 9.79%, 1-year 18.76%, 3-year 14.69%, 5-year 9.51%, 10-year 10.23%.

REVRX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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