SLVRX Mutual Fund

SLVRX Mutual Fund

NAV$43.59
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Returns Overview

1 Month
+2.47%
3 Months
+6.64%
6 Months
+8.56%
YTD
+19.29%
1 Year
+33.10%
3 Years (annualized)
+21.37%
5 Years (annualized)
+13.27%
10 Years (annualized)
+13.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVRX 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 Index(SPX)
This Mutual Fund (YTD)
+19.29%
Peer Avg (YTD)
+12.44%
vs Peers
+6.85%

SLVRX Mutual Fund Performance

SLVRX performance across multiple time periods: 1-month 2.47%, YTD 19.29%, 1-year 33.10%, 3-year 21.37%, 5-year 13.27%, 10-year 13.14%.

SLVRX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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