RYVPX Mutual Fund

NAV$9.91

Returns Overview

1 Month
+9.62%
3 Months
+32.43%
6 Months
+25.80%
YTD
+25.16%
1 Year
+57.76%
3 Years (annualized)
+27.84%
5 Years (annualized)
+8.12%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYVPX 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 Index(^RUT)
This Mutual Fund (YTD)
+25.16%
Peer Avg (YTD)
+18.52%
vs Peers
+6.63%

RYVPX Mutual Fund Performance

RYVPX performance across multiple time periods: 1-month 9.62%, YTD 25.16%, 1-year 57.76%, 3-year 27.84%, 5-year 8.12%, 10-year 14.54%.

RYVPX 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.

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