RSVIX Mutual Fund

NAV$15.25

Returns Overview

1 Month
+6.28%
3 Months
+10.95%
6 Months
+2.26%
1 Year
-2.60%
3 Years (annualized)
+8.03%
5 Years (annualized)
+10.25%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSVIX 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
Russell 2000 Value Index(^RUJ)

RSVIX Mutual Fund Performance

RSVIX performance across multiple time periods: 1-month 6.28%, 1-year -2.60%, 3-year 8.03%, 5-year 10.25%, 10-year 6.75%.

RSVIX returns can be compared against peers and benchmarks. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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