RIVGX Mutual Fund

RIVGX Mutual Fund

NAV$21.74
See how much of RIVGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.33%
3 Months
+4.44%
6 Months
+3.66%
YTD
+10.58%
1 Year
+17.27%
3 Years (annualized)
+14.63%
5 Years (annualized)
+6.69%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+8.51%
vs Peers
+2.07%

RIVGX Mutual Fund Performance

RIVGX performance across multiple time periods: 1-month 2.33%, YTD 10.58%, 1-year 17.27%, 3-year 14.63%, 5-year 6.69%, 10-year 9.38%.

RIVGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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