REVRX Mutual Fund

REVRX Mutual Fund

NAV$14.39
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Returns Overview

1 Month
+0.56%
3 Months
+2.21%
6 Months
+6.75%
YTD
+12.22%
1 Year
+17.39%
3 Years (annualized)
+18.65%
5 Years (annualized)
+9.41%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REVRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+20.32%
vs Peers
-8.10%

REVRX Mutual Fund Performance

REVRX performance across multiple time periods: 1-month 0.56%, YTD 12.22%, 1-year 17.39%, 3-year 18.65%, 5-year 9.41%, 10-year 10.46%.

REVRX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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