SVAAX Mutual Fund

NAV$7.18

Returns Overview

1 Month
+0.88%
3 Months
+1.29%
6 Months
+10.48%
YTD
+9.78%
1 Year
+20.06%
3 Years (annualized)
+15.13%
5 Years (annualized)
+10.73%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVAAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+9.49%
vs Peers
+0.29%

SVAAX Mutual Fund Performance

SVAAX performance across multiple time periods: 1-month 0.88%, YTD 9.78%, 1-year 20.06%, 3-year 15.13%, 5-year 10.73%, 10-year 7.65%.

SVAAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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