SVFKX Mutual Fund

SVFKX Mutual Fund

NAV$103.04
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Returns Overview

1 Month
+7.88%
3 Months
+5.10%
6 Months
+11.51%
YTD
+25.71%
1 Year
+31.96%
3 Years (annualized)
+18.35%
5 Years (annualized)
+9.84%
10 Years (annualized)
+15.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFKX 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)
+25.71%
Peer Avg (YTD)
+12.44%
vs Peers
+13.27%

SVFKX Mutual Fund Performance

SVFKX performance across multiple time periods: 1-month 7.88%, YTD 25.71%, 1-year 31.96%, 3-year 18.35%, 5-year 9.84%, 10-year 15.01%.

SVFKX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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