RIVSX Mutual Fund

NAV$25.35

Returns Overview

1 Month
+5.77%
3 Months
+27.85%
6 Months
+37.02%
YTD
+34.81%
1 Year
+54.32%
3 Years (annualized)
+17.35%
5 Years (annualized)
+9.45%
10 Years (annualized)
+12.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIVSX 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
Morningstar US Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+34.81%
Peer Avg (YTD)
+18.52%
vs Peers
+16.29%

RIVSX Mutual Fund Performance

RIVSX performance across multiple time periods: 1-month 5.77%, YTD 34.81%, 1-year 54.32%, 3-year 17.35%, 5-year 9.45%, 10-year 12.77%.

RIVSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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