RVPIX Mutual Fund

RVPIX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
-5.77%
3 Months
+11.12%
6 Months
+16.55%
YTD
+18.09%
1 Year
+31.08%
3 Years (annualized)
+19.29%
5 Years (annualized)
+5.72%
10 Years (annualized)
+12.44%

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)
+18.09%
Peer Avg (YTD)
+15.31%
vs Peers
+2.78%

RVPIX Mutual Fund Performance

RVPIX performance across multiple time periods: 1-month -5.77%, YTD 18.09%, 1-year 31.08%, 3-year 19.29%, 5-year 5.72%, 10-year 12.44%.

RVPIX 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.

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