SVFDX Mutual Fund

SVFDX Mutual Fund

NAV$99.66
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Returns Overview

1 Month
+7.87%
3 Months
+5.07%
6 Months
+11.43%
YTD
+27.18%
1 Year
+31.79%
3 Years (annualized)
+18.24%
5 Years (annualized)
+9.75%
10 Years (annualized)
+13.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFDX 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)
+27.18%
Peer Avg (YTD)
+14.61%
vs Peers
+12.57%

SVFDX Mutual Fund Performance

SVFDX performance across multiple time periods: 1-month 7.87%, YTD 27.18%, 1-year 31.79%, 3-year 18.24%, 5-year 9.75%, 10-year 13.84%.

SVFDX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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