RIVRX Mutual Fund

NAV$27.16

Returns Overview

1 Month
-3.65%
3 Months
+5.43%
6 Months
-7.91%
YTD
-7.91%
1 Year
-7.32%
3 Years (annualized)
+7.61%
5 Years (annualized)
+2.08%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVRX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-7.91%
Peer Avg (YTD)
+8.97%
vs Peers
-16.88%

RIVRX Mutual Fund Performance

RIVRX performance across multiple time periods: 1-month -3.65%, YTD -7.91%, 1-year -7.32%, 3-year 7.61%, 5-year 2.08%, 10-year 11.48%.

RIVRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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