SIVLX Mutual Fund

SIVLX Mutual Fund

NAV$18.31
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Returns Overview

1 Month
+3.06%
3 Months
+1.45%
6 Months
-3.62%
YTD
+11.06%
1 Year
+19.07%
3 Years (annualized)
+14.14%
5 Years (annualized)
+9.26%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIVLX 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
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+11.06%
Peer Avg (YTD)
+20.14%
vs Peers
-9.08%

SIVLX Mutual Fund Performance

SIVLX performance across multiple time periods: 1-month 3.06%, YTD 11.06%, 1-year 19.07%, 3-year 14.14%, 5-year 9.26%, 10-year 9.13%.

SIVLX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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