RVACX Mutual Fund

RVACX Mutual Fund

NAV$21.02
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Returns Overview

1 Month
+2.65%
3 Months
+2.50%
6 Months
+6.64%
YTD
+9.54%
1 Year
+14.29%
3 Years (annualized)
+8.86%
5 Years (annualized)
+7.00%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RVACX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+9.54%
vs Peers
+0.00%

RVACX Mutual Fund Performance

RVACX performance across multiple time periods: 1-month 2.65%, YTD 9.54%, 1-year 14.29%, 3-year 8.86%, 5-year 7.00%, 10-year 8.41%.

RVACX returns outperform the peer average of 9.54% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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