STVTX Mutual Fund

STVTX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
+1.09%
3 Months
+7.27%
6 Months
+19.41%
YTD
+19.79%
1 Year
+27.15%
3 Years (annualized)
+15.95%
5 Years (annualized)
+9.49%
10 Years (annualized)
+10.82%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.79%
Peer Avg (YTD)
+11.41%
vs Peers
+8.38%

STVTX Mutual Fund Performance

STVTX performance across multiple time periods: 1-month 1.09%, YTD 19.79%, 1-year 27.15%, 3-year 15.95%, 5-year 9.49%, 10-year 10.82%.

STVTX returns outperform the peer average of 11.41% 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.