Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIVIX (American Funds International Vantage Fund Class R-3) | 2.30% | 9.93% | 10.74% | 4.75% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVIX (American Funds International Vantage Fund Class R-3) | 11/11/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 9.93 | 10.74 | 4.75 | NA | NA | NA | … | … | 2.30 | 24.09 | 0.72 | 15.57 | -17.42 | 8.84 | 16.06 | 4.09 |
| Sharpe Ratio | NA | 0.53 | 0.55 | 0.15 | NA | NA | NA | … | … | 0.19 | 1.45 | -0.24 | 1.02 | -0.88 | 0.70 | 0.65 | 4.79 |
| Standard Deviation(%) | NA | 15.65 | 14.29 | 15.61 | NA | NA | NA | … | … | 20.16 | 14.94 | 12.16 | 11.84 | 21.47 | 12.59 | 24.32 | 6.99 |
| Draw Down(%) | NA | 11.68 | 13.71 | 31.51 | NA | NA | NA | … | … | 11.68 | 13.71 | 9.95 | 12.50 | 29.50 | 7.19 | 26.59 | 1.47 |
| Yield(%) | 0.00 | 3.09 | 1.99 | 1.73 | 1.90 | 1.27 | 0.95 | … | … | 0.00 | 3.67 | 1.08 | 1.27 | 0.86 | 2.66 | 2.88 | 5.74 |
Data as of 06/10/2026, Common starting date is 11/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVIX (American Funds International Vantage Fund Class R-3) |
-1.31%
Dec 2021 – Dec 2024 |
3.96%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVIX (American Funds International Vantage Fund Class R-3) |
18.71%
Sep 2022 – Sep 2025 |
9.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart