RVPHX Mutual Fund

RVPHX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
-5.77%
3 Months
+11.20%
6 Months
+16.59%
YTD
+18.16%
1 Year
+31.13%
3 Years (annualized)
+19.26%
5 Years (annualized)
+5.72%
10 Years (annualized)
+12.42%

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)
+18.16%
Peer Avg (YTD)
+15.31%
vs Peers
+2.85%

RVPHX Mutual Fund Performance

RVPHX performance across multiple time periods: 1-month -5.77%, YTD 18.16%, 1-year 31.13%, 3-year 19.26%, 5-year 5.72%, 10-year 12.42%.

RVPHX returns outperform the peer average of 15.31% 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.