SVAIX Mutual Fund

SVAIX Mutual Fund

NAV$6.81
See how much of SVAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+5.46%
6 Months
+2.78%
YTD
+14.81%
1 Year
+18.56%
3 Years (annualized)
+16.99%
5 Years (annualized)
+11.19%
10 Years (annualized)
+8.50%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+14.81%
Peer Avg (YTD)
+12.44%
vs Peers
+2.38%

SVAIX Mutual Fund Performance

SVAIX performance across multiple time periods: YTD 14.81%, 1-year 18.56%, 3-year 16.99%, 5-year 11.19%, 10-year 8.50%.

SVAIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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