STVTX Mutual Fund

NAV$11.32

Returns Overview

1 Month
+8.76%
3 Months
+20.38%
6 Months
+23.37%
YTD
+21.61%
1 Year
+46.77%
3 Years (annualized)
+22.31%
5 Years (annualized)
+12.44%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STVTX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+21.61%
Peer Avg (YTD)
+9.49%
vs Peers
+12.12%

STVTX Mutual Fund Performance

STVTX performance across multiple time periods: 1-month 8.76%, YTD 21.61%, 1-year 46.77%, 3-year 22.31%, 5-year 12.44%, 10-year 12.26%.

STVTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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