SILVX Mutual Fund

SILVX Mutual Fund

NAV$20.40
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Returns Overview

1 Month
+1.82%
3 Months
+5.95%
6 Months
+7.28%
YTD
+11.30%
1 Year
+19.93%
3 Years (annualized)
+14.31%
5 Years (annualized)
+7.30%
10 Years (annualized)
+9.86%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Low Volatility Index(^SP500LVOL:SP)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+9.41%
vs Peers
+1.89%

SILVX Mutual Fund Performance

SILVX performance across multiple time periods: 1-month 1.82%, YTD 11.30%, 1-year 19.93%, 3-year 14.31%, 5-year 7.30%, 10-year 9.86%.

SILVX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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