SVLCX Mutual Fund

SVLCX Mutual Fund

NAV$40.65
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Returns Overview

1 Month
+1.20%
3 Months
+6.72%
6 Months
+10.78%
YTD
+16.09%
1 Year
+36.03%
3 Years (annualized)
+18.02%
5 Years (annualized)
+12.24%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVLCX 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)
+16.09%
Peer Avg (YTD)
+11.41%
vs Peers
+4.68%

SVLCX Mutual Fund Performance

SVLCX performance across multiple time periods: 1-month 1.20%, YTD 16.09%, 1-year 36.03%, 3-year 18.02%, 5-year 12.24%, 10-year 12.45%.

SVLCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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