RSVYX Mutual Fund

RSVYX Mutual Fund

NAV$28.08
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Returns Overview

1 Month
+2.77%
3 Months
+2.77%
6 Months
+7.15%
YTD
+10.20%
1 Year
+15.45%
3 Years (annualized)
+9.97%
5 Years (annualized)
+8.08%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSVYX 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
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📉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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+9.54%
vs Peers
+0.66%

RSVYX Mutual Fund Performance

RSVYX performance across multiple time periods: 1-month 2.77%, YTD 10.20%, 1-year 15.45%, 3-year 9.97%, 5-year 8.08%, 10-year 9.51%.

RSVYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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