SVFAX Mutual Fund

SVFAX Mutual Fund

NAV$101.64
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Returns Overview

1 Month
+7.89%
3 Months
+5.15%
6 Months
+11.64%
YTD
+27.56%
1 Year
+32.27%
3 Years (annualized)
+18.70%
5 Years (annualized)
+10.11%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFAX 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)
+27.56%
Peer Avg (YTD)
+14.61%
vs Peers
+12.94%

SVFAX Mutual Fund Performance

SVFAX performance across multiple time periods: 1-month 7.89%, YTD 27.56%, 1-year 32.27%, 3-year 18.70%, 5-year 10.11%, 10-year 14.20%.

SVFAX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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