SFVLX Mutual Fund

SFVLX Mutual Fund

NAV$18.35
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Returns Overview

1 Month
-3.46%
3 Months
+2.70%
6 Months
+5.80%
YTD
+5.61%
1 Year
+16.50%
3 Years (annualized)
+12.53%
5 Years (annualized)
+8.29%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFVLX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+23.08%
vs Peers
-17.46%

SFVLX Mutual Fund Performance

SFVLX performance across multiple time periods: 1-month -3.46%, YTD 5.61%, 1-year 16.50%, 3-year 12.53%, 5-year 8.29%, 10-year 8.83%.

SFVLX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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