SPVYX Mutual Fund

NAV$27.93

Returns Overview

1 Month
+5.22%
3 Months
+15.77%
6 Months
+18.64%
YTD
+17.72%
1 Year
+36.76%
3 Years (annualized)
+16.96%
5 Years (annualized)
+8.95%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPVYX 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
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+17.72%
Peer Avg (YTD)
+18.52%
vs Peers
-0.80%

SPVYX Mutual Fund Performance

SPVYX performance across multiple time periods: 1-month 5.22%, YTD 17.72%, 1-year 36.76%, 3-year 16.96%, 5-year 8.95%, 10-year 9.52%.

SPVYX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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