SLVIX Mutual Fund

SLVIX Mutual Fund

NAV$49.44
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Returns Overview

1 Month
+1.27%
3 Months
+7.00%
6 Months
+11.36%
YTD
+16.80%
1 Year
+37.46%
3 Years (annualized)
+18.66%
5 Years (annualized)
+13.08%
10 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVIX 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
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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)
+16.80%
Peer Avg (YTD)
+11.41%
vs Peers
+5.39%

SLVIX Mutual Fund Performance

SLVIX performance across multiple time periods: 1-month 1.27%, YTD 16.80%, 1-year 37.46%, 3-year 18.66%, 5-year 13.08%, 10-year 14.27%.

SLVIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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