RALVX

Mutual fund

$13.97 $0.00 (0.00%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.60High $14.51

Has RALVX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RALVX returned +11.6%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RALVX
+11.6%
S&P 500
+16.6%
Largest decline 
RALVX
8.2%
S&P 500
8.9%
Risk-adjusted return 
RALVX
0.73
S&P 500
0.97
Downside risk-adjusted return 
RALVX
1.07
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRALVXS&P 500
1 month -0.9% +0.6%
3 months +0.1% +3.4%
Year to date +8.8% +13.3%
1 year +11.6% +16.6%
3 years (annualized) +16.7% +23.1%

Volatility (1-year, annualized): 10.5% · Largest decline (max drawdown, since Oct 2021): 24.3%

How are your investments doing?

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