RIVDX Mutual Fund

NAV$21.69

Returns Overview

1 Month
+0.95%
3 Months
+9.53%
6 Months
+6.44%
YTD
+5.28%
1 Year
+12.44%
3 Years (annualized)
+11.59%
5 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVDX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+8.97%
vs Peers
-3.69%

RIVDX Mutual Fund Performance

RIVDX performance across multiple time periods: 1-month 0.95%, YTD 5.28%, 1-year 12.44%, 3-year 11.59%, 5-year 5.57%.

RIVDX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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