RYVFX Mutual Fund

NAV$11.80

Returns Overview

1 Month
+4.37%
3 Months
+15.73%
6 Months
+20.25%
YTD
+19.75%
1 Year
+35.30%
3 Years (annualized)
+15.48%
5 Years (annualized)
+9.37%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYVFX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.75%
Peer Avg (YTD)
+18.52%
vs Peers
+1.23%

RYVFX Mutual Fund Performance

RYVFX performance across multiple time periods: 1-month 4.37%, YTD 19.75%, 1-year 35.30%, 3-year 15.48%, 5-year 9.37%, 10-year 9.31%.

RYVFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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