RIVSX

Mutual fund

$24.26 +$0.26 (+1.08%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $18.12High $26.76

Has RIVSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RIVSX returned +28.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RIVSX
+28.5%
S&P 500
+16.6%
Largest decline 
RIVSX
10.3%
S&P 500
8.9%
Risk-adjusted return 
RIVSX
1.28
S&P 500
0.97
Downside risk-adjusted return 
RIVSX
1.94
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

PeriodRIVSXS&P 500
1 month -3.2% +0.6%
3 months -4.5% +3.4%
Year to date +24.2% +13.3%
1 year +28.5% +16.6%
3 years (annualized) +17.3% +23.1%

Volatility (1-year, annualized): 17.9% · Largest decline (max drawdown, since Oct 2021): 26.0%

How are your investments doing?

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