SLVYX Mutual Fund

SLVYX Mutual Fund

NAV$24.16
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Returns Overview

1 Month
-4.46%
3 Months
-0.62%
6 Months
-2.04%
YTD
+0.50%
1 Year
+3.69%
3 Years (annualized)
+9.82%
5 Years (annualized)
+8.29%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVYX 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 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+11.41%
vs Peers
-10.91%

SLVYX Mutual Fund Performance

SLVYX performance across multiple time periods: 1-month -4.46%, YTD 0.50%, 1-year 3.69%, 3-year 9.82%, 5-year 8.29%, 10-year 9.71%.

SLVYX returns trail the peer average of 11.41% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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