SLVCX Mutual Fund

SLVCX Mutual Fund

NAV$15.59
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Returns Overview

1 Month
+1.34%
3 Months
-2.90%
6 Months
-3.64%
YTD
-2.77%
1 Year
+1.84%
3 Years (annualized)
+11.84%
5 Years (annualized)
+5.94%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVCX 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 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
-2.77%
Peer Avg (YTD)
+12.44%
vs Peers
-15.21%

SLVCX Mutual Fund Performance

SLVCX performance across multiple time periods: 1-month 1.34%, YTD -2.77%, 1-year 1.84%, 3-year 11.84%, 5-year 5.94%, 10-year 9.23%.

SLVCX returns trail the peer average of 12.44% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this mutual fund.

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