RIVJX Mutual Fund

RIVJX Mutual Fund

NAV$21.40
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Returns Overview

1 Month
-1.90%
3 Months
-2.76%
6 Months
+1.83%
YTD
+3.83%
1 Year
+7.38%
3 Years (annualized)
+15.67%
5 Years (annualized)
+5.56%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVJX 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)
+3.83%
Peer Avg (YTD)
+5.23%
vs Peers
-1.40%

RIVJX Mutual Fund Performance

RIVJX performance across multiple time periods: 1-month -1.90%, YTD 3.83%, 1-year 7.38%, 3-year 15.67%, 5-year 5.56%, 10-year 9.28%.

RIVJX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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