SVARX Mutual Fund

SVARX Mutual Fund

NAV$24.17
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Returns Overview

1 Month
+0.75%
3 Months
+0.54%
6 Months
-1.03%
YTD
+1.86%
1 Year
+4.90%
3 Years (annualized)
+6.37%
5 Years (annualized)
+3.11%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVARX 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
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📉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
iBoxx USD Liquid High Yield Index
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+2.15%
vs Peers
-0.29%

SVARX Mutual Fund Performance

SVARX performance across multiple time periods: 1-month 0.75%, YTD 1.86%, 1-year 4.90%, 3-year 6.37%, 5-year 3.11%, 10-year 6.05%.

SVARX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.99%, investors should weigh costs against performance when evaluating this mutual fund.

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