Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIVLX (American Funds International Vantage Fund Class R-5) | 6.29% | 14.91% | 13.03% | 6.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVLX (American Funds International Vantage Fund Class R-5) | 11/11/2019 | 06/04/2026 |
| 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 (%) | 0.75 | 14.91 | 13.03 | 6.22 | NA | NA | NA | … | … | 6.29 | 24.34 | 1.31 | 16.26 | -16.87 | 9.45 | 16.25 | 4.11 |
| Sharpe Ratio | NA | 0.85 | 0.68 | 0.23 | NA | NA | NA | … | … | 0.63 | 1.46 | -0.19 | 1.08 | -0.85 | 0.75 | 0.65 | 4.82 |
| Standard Deviation(%) | NA | 15.27 | 14.17 | 15.55 | NA | NA | NA | … | … | 19.85 | 15.02 | 12.16 | 11.81 | 21.50 | 12.61 | 24.44 | 6.97 |
| Draw Down(%) | NA | 11.57 | 13.64 | 31.06 | NA | NA | NA | … | … | 11.57 | 13.64 | 9.86 | 12.33 | 29.13 | 7.12 | 26.54 | 1.47 |
| Yield(%) | 0.00 | 3.56 | 2.52 | 2.16 | 2.17 | 1.45 | 1.09 | … | … | 0.00 | 4.23 | 1.63 | 1.72 | 1.25 | 3.02 | 3.01 | 5.76 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RIVLX (American Funds International Vantage Fund Class R-5) |
-0.70%
Dec 2021 – Dec 2024 |
4.49%
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 |
|---|---|---|---|---|
| RIVLX (American Funds International Vantage Fund Class R-5) |
19.43%
Sep 2022 – Sep 2025 |
9.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart