SLVIX Mutual Fund

NAV$49.22

Returns Overview

1 Month
+2.85%
3 Months
+12.34%
6 Months
+15.33%
YTD
+13.80%
1 Year
+35.23%
3 Years (annualized)
+19.44%
5 Years (annualized)
+12.51%
10 Years (annualized)
+14.55%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.80%
Peer Avg (YTD)
+9.49%
vs Peers
+4.31%

SLVIX Mutual Fund Performance

SLVIX performance across multiple time periods: 1-month 2.85%, YTD 13.80%, 1-year 35.23%, 3-year 19.44%, 5-year 12.51%, 10-year 14.55%.

SLVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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