SVIFX Mutual Fund

SVIFX Mutual Fund

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Returns Overview

YTD
+4.53%
1 Year
+24.63%
3 Years (annualized)
+14.53%
5 Years (annualized)
+8.35%
10 Years (annualized)
+9.74%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+11.41%
vs Peers
-6.88%

SVIFX Mutual Fund Performance

SVIFX performance across multiple time periods: YTD 4.53%, 1-year 24.63%, 3-year 14.53%, 5-year 8.35%, 10-year 9.74%.

SVIFX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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