RIVIX Mutual Fund

RIVIX Mutual Fund

NAV$22.11
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Returns Overview

1 Month
+0.89%
3 Months
+4.57%
6 Months
+3.26%
YTD
+7.60%
1 Year
+17.27%
3 Years (annualized)
+11.77%
5 Years (annualized)
+5.95%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVIX 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)
+7.60%
Peer Avg (YTD)
+6.23%
vs Peers
+1.37%

RIVIX Mutual Fund Performance

RIVIX performance across multiple time periods: 1-month 0.89%, YTD 7.60%, 1-year 17.27%, 3-year 11.77%, 5-year 5.95%, 10-year 8.78%.

RIVIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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