RVPHX

Mutual fund

$9.46 +$0.10 (+1.07%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $7.43High $10.77

Has RVPHX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RVPHX returned +23.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RVPHX
+23.8%
S&P 500
+16.6%
Largest decline 
RVPHX
15.1%
S&P 500
8.9%
Risk-adjusted return 
RVPHX
0.92
S&P 500
0.97
Downside risk-adjusted return 
RVPHX
1.36
S&P 500
1.43

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Returns by period

PeriodRVPHXS&P 500
1 month -5.6% +0.6%
3 months -4.2% +3.4%
Year to date +16.6% +13.3%
1 year +23.8% +16.6%
3 years (annualized) +27.5% +23.1%

Volatility (1-year, annualized): 21.6% · Largest decline (max drawdown, since Oct 2021): 47.6%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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