SFVLX Mutual Fund

SFVLX Mutual Fund

NAV$18.73
See how much of SFVLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.96%
3 Months
-2.41%
6 Months
-1.19%
YTD
+7.68%
1 Year
+19.88%
3 Years (annualized)
+12.62%
5 Years (annualized)
+9.90%
10 Years (annualized)
+9.08%

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
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

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)
+7.68%
Peer Avg (YTD)
+17.66%
vs Peers
-9.98%

SFVLX Mutual Fund Performance

SFVLX performance across multiple time periods: 1-month 1.96%, YTD 7.68%, 1-year 19.88%, 3-year 12.62%, 5-year 9.90%, 10-year 9.08%.

SFVLX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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