RSIVX Mutual Fund

RSIVX Mutual Fund

NAV$8.36
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Returns Overview

1 Month
-0.25%
3 Months
-0.53%
6 Months
+0.33%
YTD
+2.60%
1 Year
+3.15%
3 Years (annualized)
+6.66%
5 Years (annualized)
+4.98%
10 Years (annualized)
+5.22%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-7 Year US Treasury Index
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+1.93%
vs Peers
+0.68%

RSIVX Mutual Fund Performance

RSIVX performance across multiple time periods: 1-month -0.25%, YTD 2.60%, 1-year 3.15%, 3-year 6.66%, 5-year 4.98%, 10-year 5.22%.

RSIVX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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