SVARX Mutual Fund

SVARX Mutual Fund

NAV$24.22
See how much of SVARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.04%
3 Months
+0.29%
6 Months
-0.17%
YTD
+1.10%
1 Year
+4.90%
3 Years (annualized)
+6.27%
5 Years (annualized)
+3.01%
10 Years (annualized)
+6.26%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
iBoxx USD Liquid High Yield Index
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+0.12%
vs Peers
+0.98%

SVARX Mutual Fund Performance

SVARX performance across multiple time periods: 1-month -0.04%, YTD 1.10%, 1-year 4.90%, 3-year 6.27%, 5-year 3.01%, 10-year 6.26%.

SVARX returns outperform the peer average of 0.12% 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.