RIVAX Mutual Fund

RIVAX Mutual Fund

NAV$22.17
See how much of RIVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.89%
3 Months
+4.50%
6 Months
+3.06%
YTD
+7.36%
1 Year
+16.82%
3 Years (annualized)
+11.36%
5 Years (annualized)
+5.59%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+6.23%
vs Peers
+1.13%

RIVAX Mutual Fund Performance

RIVAX performance across multiple time periods: 1-month 0.89%, YTD 7.36%, 1-year 16.82%, 3-year 11.36%, 5-year 5.59%, 10-year 8.41%.

RIVAX returns outperform the peer average of 6.23% 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.