RIVBX Mutual Fund

NAV$26.65

Returns Overview

1 Month
+1.49%
3 Months
-1.66%
6 Months
-9.04%
YTD
-8.26%
1 Year
-7.09%
3 Years (annualized)
+7.84%
5 Years (annualized)
+2.32%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-8.26%
Peer Avg (YTD)
+8.97%
vs Peers
-17.23%

RIVBX Mutual Fund Performance

RIVBX performance across multiple time periods: 1-month 1.49%, YTD -8.26%, 1-year -7.09%, 3-year 7.84%, 5-year 2.32%, 10-year 11.70%.

RIVBX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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