RVPHX Mutual Fund

RVPHX Mutual Fund

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Returns Overview

1 Month
-2.31%
3 Months
+0.83%
6 Months
+12.12%
YTD
+19.14%
1 Year
+22.51%
3 Years (annualized)
+31.30%
5 Years (annualized)
+5.48%
10 Years (annualized)
+13.26%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.14%
Peer Avg (YTD)
+12.21%
vs Peers
+6.93%

RVPHX Mutual Fund Performance

RVPHX performance across multiple time periods: 1-month -2.31%, YTD 19.14%, 1-year 22.51%, 3-year 31.30%, 5-year 5.48%, 10-year 13.26%.

RVPHX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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