REVIX Mutual Fund

NAV$20.76

Returns Overview

1 Month
-4.35%
3 Months
+2.77%
6 Months
+6.50%
YTD
+15.65%
1 Year
+49.43%
3 Years (annualized)
+24.35%
5 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REVIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+15.65%
Peer Avg (YTD)
+23.08%
vs Peers
-7.42%

REVIX Mutual Fund Performance

REVIX performance across multiple time periods: 1-month -4.35%, YTD 15.65%, 1-year 49.43%, 3-year 24.35%, 5-year 10.37%.

REVIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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