STVYX Mutual Fund

STVYX Mutual Fund

NAV$16.71
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Returns Overview

1 Month
+4.29%
3 Months
+4.69%
6 Months
+6.01%
YTD
+8.89%
1 Year
+13.74%
3 Years (annualized)
+13.51%
5 Years (annualized)
+10.17%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STVYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+11.41%
vs Peers
-2.52%

STVYX Mutual Fund Performance

STVYX performance across multiple time periods: 1-month 4.29%, YTD 8.89%, 1-year 13.74%, 3-year 13.51%, 5-year 10.17%, 10-year 10.26%.

STVYX returns trail 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.

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