SVALX Mutual Fund

NAV$7.24

Returns Overview

1 Month
+0.89%
3 Months
+1.35%
6 Months
+10.53%
YTD
+10.53%
1 Year
+20.38%
3 Years (annualized)
+15.43%
5 Years (annualized)
+12.02%
10 Years (annualized)
+9.25%

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
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)
+10.53%
Peer Avg (YTD)
+9.49%
vs Peers
+1.04%

SVALX Mutual Fund Performance

SVALX performance across multiple time periods: 1-month 0.89%, YTD 10.53%, 1-year 20.38%, 3-year 15.43%, 5-year 12.02%, 10-year 9.25%.

SVALX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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