RVPIX Mutual Fund

RVPIX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
+9.60%
3 Months
+32.53%
6 Months
+26.09%
YTD
+25.33%
1 Year
+40.56%
3 Years (annualized)
+24.82%
5 Years (annualized)
+12.84%
10 Years (annualized)
+23.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RVPIX 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)
+25.33%
Peer Avg (YTD)
+18.52%
vs Peers
+6.81%

RVPIX Mutual Fund Performance

RVPIX performance across multiple time periods: 1-month 9.60%, YTD 25.33%, 1-year 40.56%, 3-year 24.82%, 5-year 12.84%, 10-year 23.86%.

RVPIX 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.

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