RIVSX Mutual Fund

RIVSX Mutual Fund

NAV$25.31
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Returns Overview

1 Month
-4.63%
3 Months
+5.94%
6 Months
+20.66%
YTD
+30.67%
1 Year
+46.41%
3 Years (annualized)
+14.88%
5 Years (annualized)
+8.50%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVSX 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
Morningstar US Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+30.67%
Peer Avg (YTD)
+15.31%
vs Peers
+15.36%

RIVSX Mutual Fund Performance

RIVSX performance across multiple time periods: 1-month -4.63%, YTD 30.67%, 1-year 46.41%, 3-year 14.88%, 5-year 8.50%, 10-year 11.56%.

RIVSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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