SPRVX Mutual Fund

SPRVX Mutual Fund

NAV$68.85
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Returns Overview

1 Month
-0.61%
3 Months
+15.54%
6 Months
+19.10%
YTD
+22.79%
1 Year
+9.85%
3 Years (annualized)
+6.18%
5 Years (annualized)
+10.14%
10 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPRVX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+22.79%
Peer Avg (YTD)
+4.85%
vs Peers
+17.94%

SPRVX Mutual Fund Performance

SPRVX performance across multiple time periods: 1-month -0.61%, YTD 22.79%, 1-year 9.85%, 3-year 6.18%, 5-year 10.14%, 10-year 3.93%.

SPRVX returns outperform the peer average of 4.85% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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