SPVYX Mutual Fund

SPVYX Mutual Fund

NAV$27.24
See how much of SPVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.66%
3 Months
-0.35%
6 Months
+6.52%
YTD
+19.09%
1 Year
+27.09%
3 Years (annualized)
+20.94%
5 Years (annualized)
+9.37%
10 Years (annualized)
+9.49%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+19.09%
Peer Avg (YTD)
+12.21%
vs Peers
+6.88%

SPVYX Mutual Fund Performance

SPVYX performance across multiple time periods: 1-month 4.66%, YTD 19.09%, 1-year 27.09%, 3-year 20.94%, 5-year 9.37%, 10-year 9.49%.

SPVYX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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