SVBCX Mutual Fund

SVBCX Mutual Fund

NAV$32.23
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Returns Overview

1 Month
-0.37%
3 Months
+3.39%
6 Months
+8.16%
YTD
+9.67%
1 Year
+18.42%
3 Years (annualized)
+14.24%
5 Years (annualized)
+7.70%
10 Years (annualized)
+9.05%

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)
+9.67%
Peer Avg (YTD)
+5.54%
vs Peers
+4.13%

SVBCX Mutual Fund Performance

SVBCX performance across multiple time periods: 1-month -0.37%, YTD 9.67%, 1-year 18.42%, 3-year 14.24%, 5-year 7.70%, 10-year 9.05%.

SVBCX returns outperform the peer average of 5.54% 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.