RIVBX Mutual Fund

RIVBX Mutual Fund

NAV$29.01
See how much of RIVBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.10%
3 Months
+3.58%
6 Months
+5.53%
YTD
-1.45%
1 Year
-3.66%
3 Years (annualized)
+13.38%
5 Years (annualized)
+2.02%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
+5.23%
vs Peers
-6.68%

RIVBX Mutual Fund Performance

RIVBX performance across multiple time periods: 1-month 3.10%, YTD -1.45%, 1-year -3.66%, 3-year 13.38%, 5-year 2.02%, 10-year 12.32%.

RIVBX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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