SVFYX Mutual Fund

SVFYX Mutual Fund

NAV$96.93
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Returns Overview

1 Month
+2.36%
3 Months
+9.88%
6 Months
+14.38%
YTD
+24.47%
1 Year
+24.91%
3 Years (annualized)
+14.96%
5 Years (annualized)
+10.99%
10 Years (annualized)
+13.76%

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)
+24.47%
Peer Avg (YTD)
+12.44%
vs Peers
+12.03%

SVFYX Mutual Fund Performance

SVFYX performance across multiple time periods: 1-month 2.36%, YTD 24.47%, 1-year 24.91%, 3-year 14.96%, 5-year 10.99%, 10-year 13.76%.

SVFYX returns outperform the peer average of 12.44% 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.