RSIVX Mutual Fund

NAV$8.54

Returns Overview

1 Month
+0.28%
3 Months
+1.60%
6 Months
+2.51%
YTD
+2.52%
1 Year
+5.43%
3 Years (annualized)
+7.29%
5 Years (annualized)
+5.40%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIVX 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
ICE BofA 3-7 Year US Treasury Index
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+3.23%
vs Peers
-0.70%

RSIVX Mutual Fund Performance

RSIVX performance across multiple time periods: 1-month 0.28%, YTD 2.52%, 1-year 5.43%, 3-year 7.29%, 5-year 5.40%, 10-year 5.58%.

RSIVX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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