RIVKX Mutual Fund

NAV$22.53

Returns Overview

1 Month
+1.07%
3 Months
+9.77%
6 Months
+6.85%
YTD
+5.65%
1 Year
+13.28%
3 Years (annualized)
+12.38%
5 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+8.97%
vs Peers
-3.32%

RIVKX Mutual Fund Performance

RIVKX performance across multiple time periods: 1-month 1.07%, YTD 5.65%, 1-year 13.28%, 3-year 12.38%, 5-year 6.29%.

RIVKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

RIVKX performance comparison shows side-by-side returns with another fund. RIVKX alternatives are available in the Mutual Fund Screener.