SVIIX Mutual Fund

SVIIX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
+0.97%
3 Months
+7.12%
6 Months
+19.40%
YTD
+19.43%
1 Year
+26.68%
3 Years (annualized)
+15.60%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVIIX 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)
+19.43%
Peer Avg (YTD)
+11.41%
vs Peers
+8.02%

SVIIX Mutual Fund Performance

SVIIX performance across multiple time periods: 1-month 0.97%, YTD 19.43%, 1-year 26.68%, 3-year 15.60%, 5-year 9.17%, 10-year 10.51%.

SVIIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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