RIVGX Mutual Fund

RIVGX Mutual Fund

NAV$22.47
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Returns Overview

1 Month
+0.97%
3 Months
+4.75%
6 Months
+3.60%
YTD
+8.06%
1 Year
+18.07%
3 Years (annualized)
+12.50%
5 Years (annualized)
+6.65%
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
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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)
+8.06%
Peer Avg (YTD)
+6.23%
vs Peers
+1.83%

RIVGX Mutual Fund Performance

RIVGX performance across multiple time periods: 1-month 0.97%, YTD 8.06%, 1-year 18.07%, 3-year 12.50%, 5-year 6.65%, 10-year 9.38%.

RIVGX returns outperform the peer average of 6.23% 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.