RIVCX Mutual Fund

NAV$15.14

Returns Overview

1 Month
+0.21%
3 Months
+7.48%
6 Months
+6.99%
YTD
+6.74%
1 Year
+17.70%
3 Years (annualized)
+18.92%
5 Years (annualized)
+12.76%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVCX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+10.82%
vs Peers
-4.07%

RIVCX Mutual Fund Performance

RIVCX performance across multiple time periods: 1-month 0.21%, YTD 6.74%, 1-year 17.70%, 3-year 18.92%, 5-year 12.76%, 10-year 11.42%.

RIVCX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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