SVAIX Mutual Fund

NAV$7.24

Returns Overview

1 Month
+0.89%
3 Months
+1.20%
6 Months
+10.53%
YTD
+9.84%
1 Year
+20.38%
3 Years (annualized)
+15.35%
5 Years (annualized)
+11.96%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVAIX 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)
+9.84%
Peer Avg (YTD)
+9.49%
vs Peers
+0.35%

SVAIX Mutual Fund Performance

SVAIX performance across multiple time periods: 1-month 0.89%, YTD 9.84%, 1-year 20.38%, 3-year 15.35%, 5-year 11.96%, 10-year 8.75%.

SVAIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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