RYVFX Mutual Fund

RYVFX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
+0.60%
3 Months
+6.52%
6 Months
+15.17%
YTD
+20.47%
1 Year
+34.27%
3 Years (annualized)
+13.72%
5 Years (annualized)
+9.82%
10 Years (annualized)
+8.83%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.47%
Peer Avg (YTD)
+15.31%
vs Peers
+5.16%

RYVFX Mutual Fund Performance

RYVFX performance across multiple time periods: 1-month 0.60%, YTD 20.47%, 1-year 34.27%, 3-year 13.72%, 5-year 9.82%, 10-year 8.83%.

RYVFX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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