SVBCX Mutual Fund

SVBCX Mutual Fund

NAV$31.81
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Returns Overview

1 Month
+0.13%
3 Months
-1.09%
6 Months
+2.27%
YTD
+8.48%
1 Year
+10.30%
3 Years (annualized)
+16.13%
5 Years (annualized)
+7.07%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVBCX 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)
+8.48%
Peer Avg (YTD)
+5.30%
vs Peers
+3.18%

SVBCX Mutual Fund Performance

SVBCX performance across multiple time periods: 1-month 0.13%, YTD 8.48%, 1-year 10.30%, 3-year 16.13%, 5-year 7.07%, 10-year 9.08%.

SVBCX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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