RYVIX Mutual Fund

RYVIX Mutual Fund

NAV$331.50

Returns Overview

1 Month
-0.01%
3 Months
-14.29%
6 Months
+10.89%
YTD
+34.11%
1 Year
+59.95%
3 Years (annualized)
+5.39%
5 Years (annualized)
+13.06%
10 Years (annualized)
-2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYVIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+34.11%
Peer Avg (YTD)
+19.98%
vs Peers
+14.13%

RYVIX Mutual Fund Performance

RYVIX performance across multiple time periods: 1-month -0.01%, YTD 34.11%, 1-year 59.95%, 3-year 5.39%, 5-year 13.06%, 10-year -2.98%.

RYVIX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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