SVIFX Mutual Fund

NAV$9.00

Returns Overview

6 Months
+6.01%
YTD
+4.53%
1 Year
+26.95%
3 Years (annualized)
+15.94%
5 Years (annualized)
+8.57%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVIFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+9.49%
vs Peers
-4.96%

SVIFX Mutual Fund Performance

SVIFX performance across multiple time periods: YTD 4.53%, 1-year 26.95%, 3-year 15.94%, 5-year 8.57%, 10-year 9.98%.

SVIFX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

SVIFX performance comparison shows side-by-side returns with another fund. SVIFX alternatives are available in the Mutual Fund Screener.