SVFYX Mutual Fund

SVFYX Mutual Fund

NAV$103.87
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Returns Overview

1 Month
+4.20%
3 Months
+6.28%
6 Months
+16.62%
YTD
+21.60%
1 Year
+31.20%
3 Years (annualized)
+13.09%
5 Years (annualized)
+11.04%
10 Years (annualized)
+13.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFYX 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)
+21.60%
Peer Avg (YTD)
+11.41%
vs Peers
+10.19%

SVFYX Mutual Fund Performance

SVFYX performance across multiple time periods: 1-month 4.20%, YTD 21.60%, 1-year 31.20%, 3-year 13.09%, 5-year 11.04%, 10-year 13.58%.

SVFYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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