SVARX Mutual Fund

NAV$23.92

Returns Overview

1 Month
-0.17%
3 Months
+0.80%
6 Months
+1.06%
YTD
+1.14%
1 Year
+4.12%
3 Years (annualized)
+6.56%
5 Years (annualized)
+3.07%
10 Years (annualized)
+6.45%

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
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
iBoxx USD Liquid High Yield Index
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+3.23%
vs Peers
-2.08%

SVARX Mutual Fund Performance

SVARX performance across multiple time periods: 1-month -0.17%, YTD 1.14%, 1-year 4.12%, 3-year 6.56%, 5-year 3.07%, 10-year 6.45%.

SVARX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.99%, investors should weigh costs against performance when evaluating this mutual fund.

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