RIVCX

Mutual fund

$15.03 -$0.06 (-0.40%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.90High $15.23

Has RIVCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIVCX returned +19.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIVCX
+19.9%
S&P 500
+16.6%
Largest decline 
RIVCX
8.7%
S&P 500
8.9%
Risk-adjusted return 
RIVCX
1.33
S&P 500
0.97
Downside risk-adjusted return 
RIVCX
2.06
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

PeriodRIVCXS&P 500
1 month +1.1% +0.6%
3 months +2.5% +3.4%
Year to date +14.1% +13.3%
1 year +19.9% +16.6%
3 years (annualized) +16.0% +23.1%

Volatility (1-year, annualized): 11.3% · Largest decline (max drawdown, since Oct 2021): 25.4%

How are your investments doing?

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