RYVIX Mutual Fund

NAV$312.91

Returns Overview

1 Month
-8.10%
3 Months
-4.63%
6 Months
+34.12%
YTD
+29.44%
1 Year
+68.01%
3 Years (annualized)
+11.77%
5 Years (annualized)
+10.52%
10 Years (annualized)
-3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYVIX 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)
+29.44%
Peer Avg (YTD)
+14.02%
vs Peers
+15.42%

RYVIX Mutual Fund Performance

RYVIX performance across multiple time periods: 1-month -8.10%, YTD 29.44%, 1-year 68.01%, 3-year 11.77%, 5-year 10.52%, 10-year -3.39%.

RYVIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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