SVLCX Mutual Fund

NAV$40.81

Returns Overview

1 Month
+2.72%
3 Months
+12.03%
6 Months
+14.72%
YTD
+13.19%
1 Year
+33.79%
3 Years (annualized)
+18.04%
5 Years (annualized)
+11.24%
10 Years (annualized)
+12.80%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+9.49%
vs Peers
+3.70%

SVLCX Mutual Fund Performance

SVLCX performance across multiple time periods: 1-month 2.72%, YTD 13.19%, 1-year 33.79%, 3-year 18.04%, 5-year 11.24%, 10-year 12.80%.

SVLCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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