STVZX Mutual Fund

STVZX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
+2.14%
3 Months
+7.80%
6 Months
+12.57%
YTD
+22.35%
1 Year
+27.03%
3 Years (annualized)
+18.30%
5 Years (annualized)
+10.12%
10 Years (annualized)
+11.01%

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)
+22.35%
Peer Avg (YTD)
+12.44%
vs Peers
+9.91%

STVZX Mutual Fund Performance

STVZX performance across multiple time periods: 1-month 2.14%, YTD 22.35%, 1-year 27.03%, 3-year 18.30%, 5-year 10.12%, 10-year 11.01%.

STVZX returns outperform the peer average of 12.44% 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.