RVPHX Mutual Fund

NAV$10.34

Returns Overview

1 Month
+9.66%
3 Months
+32.56%
6 Months
+26.02%
YTD
+25.40%
1 Year
+40.47%
3 Years (annualized)
+24.84%
5 Years (annualized)
+12.83%
10 Years (annualized)
+23.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RVPHX 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 Index(^RUT)
This Mutual Fund (YTD)
+25.40%
Peer Avg (YTD)
+18.52%
vs Peers
+6.87%

RVPHX Mutual Fund Performance

RVPHX performance across multiple time periods: 1-month 9.66%, YTD 25.40%, 1-year 40.47%, 3-year 24.84%, 5-year 12.83%, 10-year 23.85%.

RVPHX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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