RVRPX Mutual Fund

NAV$16.35

Returns Overview

1 Month
-0.01%
3 Months
+7.48%
6 Months
+7.50%
YTD
+6.94%
1 Year
+15.53%
3 Years (annualized)
+14.43%
5 Years (annualized)
+8.29%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RVRPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+6.94%
Peer Avg (YTD)
+5.87%
vs Peers
+1.07%

RVRPX Mutual Fund Performance

RVRPX performance across multiple time periods: 1-month -0.01%, YTD 6.94%, 1-year 15.53%, 3-year 14.43%, 5-year 8.29%, 10-year 8.69%.

RVRPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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