RIVDX Mutual Fund

RIVDX Mutual Fund

NAV$20.72
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Returns Overview

1 Month
+2.25%
3 Months
+4.15%
6 Months
+3.12%
YTD
+9.81%
1 Year
+16.06%
3 Years (annualized)
+13.44%
5 Years (annualized)
+5.60%
10 Years (annualized)
+8.46%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+8.51%
vs Peers
+1.30%

RIVDX Mutual Fund Performance

RIVDX performance across multiple time periods: 1-month 2.25%, YTD 9.81%, 1-year 16.06%, 3-year 13.44%, 5-year 5.60%, 10-year 8.46%.

RIVDX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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