SVALX Mutual Fund

SVALX Mutual Fund

NAV$7.33
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Returns Overview

1 Month
+4.52%
3 Months
+4.52%
6 Months
+9.07%
YTD
+15.52%
1 Year
+24.64%
3 Years (annualized)
+16.32%
5 Years (annualized)
+11.62%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVALX 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)
+15.52%
Peer Avg (YTD)
+11.41%
vs Peers
+4.11%

SVALX Mutual Fund Performance

SVALX performance across multiple time periods: 1-month 4.52%, YTD 15.52%, 1-year 24.64%, 3-year 16.32%, 5-year 11.62%, 10-year 8.29%.

SVALX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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