SLVIX Mutual Fund

SLVIX Mutual Fund

NAV$47.39
See how much of SLVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.53%
3 Months
+6.79%
6 Months
+8.88%
YTD
+19.75%
1 Year
+33.85%
3 Years (annualized)
+22.08%
5 Years (annualized)
+13.92%
10 Years (annualized)
+13.77%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.75%
Peer Avg (YTD)
+12.44%
vs Peers
+7.31%

SLVIX Mutual Fund Performance

SLVIX performance across multiple time periods: 1-month 2.53%, YTD 19.75%, 1-year 33.85%, 3-year 22.08%, 5-year 13.92%, 10-year 13.77%.

SLVIX returns outperform the peer average of 12.44% 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.