STVYX Mutual Fund

STVYX Mutual Fund

NAV$16.33
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Returns Overview

1 Month
+2.03%
3 Months
+5.80%
6 Months
+4.90%
YTD
+11.11%
1 Year
+13.15%
3 Years (annualized)
+14.70%
5 Years (annualized)
+9.97%
10 Years (annualized)
+10.54%

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)
+11.11%
Peer Avg (YTD)
+12.44%
vs Peers
-1.33%

STVYX Mutual Fund Performance

STVYX performance across multiple time periods: 1-month 2.03%, YTD 11.11%, 1-year 13.15%, 3-year 14.70%, 5-year 9.97%, 10-year 10.54%.

STVYX returns trail 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.

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