SLVAX Mutual Fund

NAV$45.96

Returns Overview

1 Month
+2.81%
3 Months
+12.23%
6 Months
+15.13%
YTD
+13.61%
1 Year
+34.78%
3 Years (annualized)
+19.02%
5 Years (annualized)
+12.13%
10 Years (annualized)
+14.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.61%
Peer Avg (YTD)
+9.49%
vs Peers
+4.12%

SLVAX Mutual Fund Performance

SLVAX performance across multiple time periods: 1-month 2.81%, YTD 13.61%, 1-year 34.78%, 3-year 19.02%, 5-year 12.13%, 10-year 14.26%.

SLVAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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