SVAYX Mutual Fund

NAV$30.61

Returns Overview

1 Month
-0.07%
3 Months
+6.97%
6 Months
+9.85%
YTD
+8.90%
1 Year
+22.21%
3 Years (annualized)
+15.99%
5 Years (annualized)
+10.40%
10 Years (annualized)
+11.12%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+9.49%
vs Peers
-0.59%

SVAYX Mutual Fund Performance

SVAYX performance across multiple time periods: 1-month -0.07%, YTD 8.90%, 1-year 22.21%, 3-year 15.99%, 5-year 10.40%, 10-year 11.12%.

SVAYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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