RSIVX Mutual Fund

RSIVX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
+0.30%
3 Months
+1.20%
6 Months
+2.56%
YTD
+3.46%
1 Year
+4.36%
3 Years (annualized)
+7.08%
5 Years (annualized)
+5.42%
10 Years (annualized)
+5.44%

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)
+3.46%
Peer Avg (YTD)
+2.15%
vs Peers
+1.31%

RSIVX Mutual Fund Performance

RSIVX performance across multiple time periods: 1-month 0.30%, YTD 3.46%, 1-year 4.36%, 3-year 7.08%, 5-year 5.42%, 10-year 5.44%.

RSIVX returns outperform the peer average of 2.15% 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.