SIVLX Mutual Fund

SIVLX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
+1.95%
3 Months
-2.40%
6 Months
-1.19%
YTD
+7.76%
1 Year
+20.00%
3 Years (annualized)
+12.73%
5 Years (annualized)
+9.31%
10 Years (annualized)
+8.83%

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)
+7.76%
Peer Avg (YTD)
+17.66%
vs Peers
-9.89%

SIVLX Mutual Fund Performance

SIVLX performance across multiple time periods: 1-month 1.95%, YTD 7.76%, 1-year 20.00%, 3-year 12.73%, 5-year 9.31%, 10-year 8.83%.

SIVLX returns trail the peer average of 17.66% 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.