SILVX Mutual Fund

SILVX Mutual Fund

NAV$20.07
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Returns Overview

1 Month
+3.37%
3 Months
+6.18%
6 Months
+8.52%
YTD
+15.05%
1 Year
+20.78%
3 Years (annualized)
+14.99%
5 Years (annualized)
+7.56%
10 Years (annualized)
+10.43%

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
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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
S&P 500 Low Volatility Index(^SP500LVOL:SP)
This Mutual Fund (YTD)
+15.05%
Peer Avg (YTD)
+11.21%
vs Peers
+3.84%

SILVX Mutual Fund Performance

SILVX performance across multiple time periods: 1-month 3.37%, YTD 15.05%, 1-year 20.78%, 3-year 14.99%, 5-year 7.56%, 10-year 10.43%.

SILVX returns outperform the peer average of 11.21% 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.