SLVCX Mutual Fund

SLVCX Mutual Fund

NAV$15.68
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Returns Overview

1 Month
-4.49%
3 Months
-0.77%
6 Months
-2.33%
YTD
+0.13%
1 Year
+3.06%
3 Years (annualized)
+8.74%
5 Years (annualized)
+7.39%
10 Years (annualized)
+8.92%

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)
+0.13%
Peer Avg (YTD)
+11.41%
vs Peers
-11.29%

SLVCX Mutual Fund Performance

SLVCX performance across multiple time periods: 1-month -4.49%, YTD 0.13%, 1-year 3.06%, 3-year 8.74%, 5-year 7.39%, 10-year 8.92%.

SLVCX returns trail the peer average of 11.41% 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.