SVPFX Mutual Fund

NAV$9.89

Returns Overview

1 Month
+0.41%
3 Months
+1.02%
6 Months
+2.00%
YTD
+2.00%
1 Year
+5.28%
3 Years (annualized)
+5.42%
5 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVPFX 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
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+8.61%
vs Peers
-6.60%

SVPFX Mutual Fund Performance

SVPFX performance across multiple time periods: 1-month 0.41%, YTD 2.00%, 1-year 5.28%, 3-year 5.42%, 5-year 2.57%.

SVPFX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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