SPVZX Mutual Fund

SPVZX Mutual Fund

NAV$34.41
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Returns Overview

1 Month
+3.53%
3 Months
+14.59%
6 Months
+19.17%
YTD
+18.01%
1 Year
+31.12%
3 Years (annualized)
+20.25%
5 Years (annualized)
+13.93%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPVZX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+18.01%
Peer Avg (YTD)
+10.82%
vs Peers
+7.19%

SPVZX Mutual Fund Performance

SPVZX performance across multiple time periods: 1-month 3.53%, YTD 18.01%, 1-year 31.12%, 3-year 20.25%, 5-year 13.93%, 10-year 11.13%.

SPVZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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