SDVSX Mutual Fund

NAV$18.63

Returns Overview

1 Month
+0.45%
3 Months
+10.22%
6 Months
+7.06%
YTD
+6.74%
1 Year
+19.01%
3 Years (annualized)
+15.41%
5 Years (annualized)
+10.23%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDVSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+9.51%
vs Peers
-2.77%

SDVSX Mutual Fund Performance

SDVSX performance across multiple time periods: 1-month 0.45%, YTD 6.74%, 1-year 19.01%, 3-year 15.41%, 5-year 10.23%, 10-year 12.45%.

SDVSX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

SDVSX performance comparison shows side-by-side returns with another fund. SDVSX alternatives are available in the Mutual Fund Screener.