SVIIX Mutual Fund

NAV$10.69

Returns Overview

1 Month
+9.00%
3 Months
+20.53%
6 Months
+23.43%
YTD
+21.70%
1 Year
+47.21%
3 Years (annualized)
+22.22%
5 Years (annualized)
+12.26%
10 Years (annualized)
+12.05%

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
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)
+21.70%
Peer Avg (YTD)
+9.49%
vs Peers
+12.21%

SVIIX Mutual Fund Performance

SVIIX performance across multiple time periods: 1-month 9.00%, YTD 21.70%, 1-year 47.21%, 3-year 22.22%, 5-year 12.26%, 10-year 12.05%.

SVIIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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