RYVFX Mutual Fund

RYVFX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
+3.25%
3 Months
-0.25%
6 Months
+6.24%
YTD
+20.16%
1 Year
+25.58%
3 Years (annualized)
+16.82%
5 Years (annualized)
+9.56%
10 Years (annualized)
+9.33%

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)
+20.16%
Peer Avg (YTD)
+12.21%
vs Peers
+7.95%

RYVFX Mutual Fund Performance

RYVFX performance across multiple time periods: 1-month 3.25%, YTD 20.16%, 1-year 25.58%, 3-year 16.82%, 5-year 9.56%, 10-year 9.33%.

RYVFX returns outperform the peer average of 12.21% 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.