RIVLX Mutual Fund

RIVLX Mutual Fund

NAV$22.36
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Returns Overview

1 Month
+0.93%
3 Months
+4.71%
6 Months
+3.56%
YTD
+7.98%
1 Year
+17.99%
3 Years (annualized)
+12.44%
5 Years (annualized)
+6.60%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVLX 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)
+7.98%
Peer Avg (YTD)
+6.23%
vs Peers
+1.75%

RIVLX Mutual Fund Performance

RIVLX performance across multiple time periods: 1-month 0.93%, YTD 7.98%, 1-year 17.99%, 3-year 12.44%, 5-year 6.60%, 10-year 9.35%.

RIVLX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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