RYVVX Mutual Fund

NAV$110.73

Returns Overview

1 Month
+1.01%
3 Months
+6.13%
6 Months
+10.20%
YTD
+9.02%
1 Year
+21.94%
3 Years (annualized)
+14.09%
5 Years (annualized)
+8.43%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RYVVX 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 Pure Value Total Return USD(^SP500PVTR:SP)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+9.49%
vs Peers
-0.47%

RYVVX Mutual Fund Performance

RYVVX performance across multiple time periods: 1-month 1.01%, YTD 9.02%, 1-year 21.94%, 3-year 14.09%, 5-year 8.43%, 10-year 8.57%.

RYVVX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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