SVALX Mutual Fund

SVALX Mutual Fund

NAV$7.42
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Returns Overview

1 Month
+9.65%
3 Months
+2.85%
6 Months
+7.50%
YTD
+18.81%
1 Year
+22.92%
3 Years (annualized)
+20.48%
5 Years (annualized)
+11.70%
10 Years (annualized)
+10.04%

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)
+18.81%
Peer Avg (YTD)
+12.44%
vs Peers
+6.38%

SVALX Mutual Fund Performance

SVALX performance across multiple time periods: 1-month 9.65%, YTD 18.81%, 1-year 22.92%, 3-year 20.48%, 5-year 11.70%, 10-year 10.04%.

SVALX returns outperform the peer average of 12.44% 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.