RIVCX Mutual Fund

RIVCX Mutual Fund

NAV$15.19
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Returns Overview

1 Month
+6.60%
3 Months
+6.98%
6 Months
+10.36%
YTD
+13.79%
1 Year
+21.54%
3 Years (annualized)
+14.88%
5 Years (annualized)
+10.92%
10 Years (annualized)
+10.06%

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)
+13.79%
Peer Avg (YTD)
+9.54%
vs Peers
+4.25%

RIVCX Mutual Fund Performance

RIVCX performance across multiple time periods: 1-month 6.60%, YTD 13.79%, 1-year 21.54%, 3-year 14.88%, 5-year 10.92%, 10-year 10.06%.

RIVCX returns outperform the peer average of 9.54% 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.