SVFCX Mutual Fund

SVFCX Mutual Fund

NAV$97.93
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Returns Overview

1 Month
+4.11%
3 Months
+6.00%
6 Months
+16.03%
YTD
+20.88%
1 Year
+29.97%
3 Years (annualized)
+12.01%
5 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFCX 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)
+20.88%
Peer Avg (YTD)
+11.41%
vs Peers
+9.47%

SVFCX Mutual Fund Performance

SVFCX performance across multiple time periods: 1-month 4.11%, YTD 20.88%, 1-year 29.97%, 3-year 12.01%, 5-year 10.00%.

SVFCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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