SLVRX Mutual Fund

SLVRX Mutual Fund

NAV$43.97
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Returns Overview

1 Month
+1.24%
3 Months
+6.87%
6 Months
+11.07%
YTD
+16.41%
1 Year
+36.71%
3 Years (annualized)
+18.61%
5 Years (annualized)
+12.81%
10 Years (annualized)
+13.01%

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)
+16.41%
Peer Avg (YTD)
+11.41%
vs Peers
+5.00%

SLVRX Mutual Fund Performance

SLVRX performance across multiple time periods: 1-month 1.24%, YTD 16.41%, 1-year 36.71%, 3-year 18.61%, 5-year 12.81%, 10-year 13.01%.

SLVRX returns outperform the peer average of 11.41% 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.