SVACX Mutual Fund

SVACX Mutual Fund

NAV$7.23
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Returns Overview

1 Month
+4.45%
3 Months
+4.27%
6 Months
+8.53%
YTD
+14.17%
1 Year
+23.26%
3 Years (annualized)
+14.54%
5 Years (annualized)
+10.43%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVACX 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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+14.17%
Peer Avg (YTD)
+11.41%
vs Peers
+2.76%

SVACX Mutual Fund Performance

SVACX performance across multiple time periods: 1-month 4.45%, YTD 14.17%, 1-year 23.26%, 3-year 14.54%, 5-year 10.43%, 10-year 7.15%.

SVACX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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