STVZX Mutual Fund

STVZX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
+0.99%
3 Months
+7.29%
6 Months
+19.53%
YTD
+19.79%
1 Year
+27.35%
3 Years (annualized)
+16.19%
5 Years (annualized)
+9.74%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STVZX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.79%
Peer Avg (YTD)
+11.41%
vs Peers
+8.38%

STVZX Mutual Fund Performance

STVZX performance across multiple time periods: 1-month 0.99%, YTD 19.79%, 1-year 27.35%, 3-year 16.19%, 5-year 9.74%, 10-year 11.09%.

STVZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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