RIVCX Mutual Fund

RIVCX Mutual Fund

NAV$15.14
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Returns Overview

1 Month
+4.73%
3 Months
+1.73%
6 Months
+8.83%
YTD
+15.76%
1 Year
+28.23%
3 Years (annualized)
+22.45%
5 Years (annualized)
+13.42%
10 Years (annualized)
+12.01%

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
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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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+15.76%
Peer Avg (YTD)
+8.01%
vs Peers
+7.75%

RIVCX Mutual Fund Performance

RIVCX performance across multiple time periods: 1-month 4.73%, YTD 15.76%, 1-year 28.23%, 3-year 22.45%, 5-year 13.42%, 10-year 12.01%.

RIVCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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