RSIVX Mutual Fund

RSIVX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
+0.61%
3 Months
+0.86%
6 Months
+2.57%
YTD
+3.15%
1 Year
+5.04%
3 Years (annualized)
+7.18%
5 Years (annualized)
+5.34%
10 Years (annualized)
+4.99%

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
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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
ICE BofA 3-7 Year US Treasury Index
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+0.12%
vs Peers
+3.03%

RSIVX Mutual Fund Performance

RSIVX performance across multiple time periods: 1-month 0.61%, YTD 3.15%, 1-year 5.04%, 3-year 7.18%, 5-year 5.34%, 10-year 4.99%.

RSIVX returns outperform the peer average of 0.12% 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.