RIVAX Mutual Fund

RIVAX Mutual Fund

NAV$21.18
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Returns Overview

1 Month
-2.01%
3 Months
-3.01%
6 Months
+1.36%
YTD
+3.00%
1 Year
+6.37%
3 Years (annualized)
+14.65%
5 Years (annualized)
+4.66%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVAX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+5.23%
vs Peers
-2.23%

RIVAX Mutual Fund Performance

RIVAX performance across multiple time periods: 1-month -2.01%, YTD 3.00%, 1-year 6.37%, 3-year 14.65%, 5-year 4.66%, 10-year 8.41%.

RIVAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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