SLVRX Mutual Fund

NAV$45.31

Returns Overview

1 Month
+2.79%
3 Months
+12.17%
6 Months
+14.98%
YTD
+13.48%
1 Year
+34.45%
3 Years (annualized)
+18.70%
5 Years (annualized)
+11.85%
10 Years (annualized)
+13.27%

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
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)
+13.48%
Peer Avg (YTD)
+9.49%
vs Peers
+3.99%

SLVRX Mutual Fund Performance

SLVRX performance across multiple time periods: 1-month 2.79%, YTD 13.48%, 1-year 34.45%, 3-year 18.70%, 5-year 11.85%, 10-year 13.27%.

SLVRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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