STVZX Mutual Fund

STVZX Mutual Fund

NAV$11.51
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Returns Overview

1 Month
+8.76%
3 Months
+20.48%
6 Months
+23.44%
YTD
+21.70%
1 Year
+46.98%
3 Years (annualized)
+22.58%
5 Years (annualized)
+11.40%
10 Years (annualized)
+11.86%

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)
+21.70%
Peer Avg (YTD)
+9.49%
vs Peers
+12.21%

STVZX Mutual Fund Performance

STVZX performance across multiple time periods: 1-month 8.76%, YTD 21.70%, 1-year 46.98%, 3-year 22.58%, 5-year 11.40%, 10-year 11.86%.

STVZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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