STVTX Mutual Fund

STVTX Mutual Fund

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Returns Overview

1 Month
+2.07%
3 Months
+7.79%
6 Months
+12.51%
YTD
+22.27%
1 Year
+26.82%
3 Years (annualized)
+18.01%
5 Years (annualized)
+9.84%
10 Years (annualized)
+10.76%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+22.27%
Peer Avg (YTD)
+12.44%
vs Peers
+9.83%

STVTX Mutual Fund Performance

STVTX performance across multiple time periods: 1-month 2.07%, YTD 22.27%, 1-year 26.82%, 3-year 18.01%, 5-year 9.84%, 10-year 10.76%.

STVTX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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