SLVAX Mutual Fund

SLVAX Mutual Fund

NAV$44.53
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Returns Overview

1 Month
+2.50%
3 Months
+6.71%
6 Months
+8.72%
YTD
+19.49%
1 Year
+33.44%
3 Years (annualized)
+21.02%
5 Years (annualized)
+13.18%
10 Years (annualized)
+14.11%

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
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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 Index(SPX)
This Mutual Fund (YTD)
+19.49%
Peer Avg (YTD)
+12.44%
vs Peers
+7.05%

SLVAX Mutual Fund Performance

SLVAX performance across multiple time periods: 1-month 2.50%, YTD 19.49%, 1-year 33.44%, 3-year 21.02%, 5-year 13.18%, 10-year 14.11%.

SLVAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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