SILVX Mutual Fund

NAV$20.03

Returns Overview

1 Month
+0.89%
3 Months
+9.50%
6 Months
+9.62%
YTD
+9.31%
1 Year
+17.26%
3 Years (annualized)
+12.81%
5 Years (annualized)
+7.52%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SILVX 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 Low Volatility Index(^SP500LVOL:SP)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+9.51%
vs Peers
-0.19%

SILVX Mutual Fund Performance

SILVX performance across multiple time periods: 1-month 0.89%, YTD 9.31%, 1-year 17.26%, 3-year 12.81%, 5-year 7.52%, 10-year 9.82%.

SILVX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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