SVBAX Mutual Fund

SVBAX Mutual Fund

NAV$32.19
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Returns Overview

1 Month
-0.34%
3 Months
+3.56%
6 Months
+8.53%
YTD
+10.11%
1 Year
+19.21%
3 Years (annualized)
+15.04%
5 Years (annualized)
+8.45%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVBAX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+5.54%
vs Peers
+4.57%

SVBAX Mutual Fund Performance

SVBAX performance across multiple time periods: 1-month -0.34%, YTD 10.11%, 1-year 19.21%, 3-year 15.04%, 5-year 8.45%, 10-year 9.82%.

SVBAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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