RLVSX Mutual Fund

RLVSX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
-0.11%
3 Months
-0.88%
6 Months
-1.51%
YTD
+0.35%
1 Year
+3.53%
3 Years (annualized)
+3.31%
5 Years (annualized)
+0.75%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLVSX 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
Bloomberg Municipal 1-15 Years Blend Index
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.15%
vs Peers
+0.20%

RLVSX Mutual Fund Performance

RLVSX performance across multiple time periods: 1-month -0.11%, YTD 0.35%, 1-year 3.53%, 3-year 3.31%, 5-year 0.75%, 10-year 1.90%.

RLVSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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