SVPBX Mutual Fund

SVPBX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
+0.30%
3 Months
+0.72%
6 Months
+2.00%
YTD
+2.21%
1 Year
+5.72%
3 Years (annualized)
+5.36%
5 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVPBX 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
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+10.67%
vs Peers
-8.45%

SVPBX Mutual Fund Performance

SVPBX performance across multiple time periods: 1-month 0.30%, YTD 2.21%, 1-year 5.72%, 3-year 5.36%, 5-year 2.54%.

SVPBX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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