SVAYX Mutual Fund

SVAYX Mutual Fund

NAV$31.09
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Returns Overview

1 Month
+4.75%
3 Months
+6.56%
6 Months
+11.63%
YTD
+14.07%
1 Year
+27.51%
3 Years (annualized)
+16.58%
5 Years (annualized)
+11.38%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVAYX 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
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+14.07%
Peer Avg (YTD)
+11.41%
vs Peers
+2.66%

SVAYX Mutual Fund Performance

SVAYX performance across multiple time periods: 1-month 4.75%, YTD 14.07%, 1-year 27.51%, 3-year 16.58%, 5-year 11.38%, 10-year 11.20%.

SVAYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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