SVPIX Mutual Fund

SVPIX Mutual Fund

NAV$131.25
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Returns Overview

1 Month
+0.37%
3 Months
+4.49%
6 Months
+10.67%
YTD
+18.02%
1 Year
+23.93%
3 Years (annualized)
+12.23%
5 Years (annualized)
+5.63%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVPIX 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 SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+18.02%
Peer Avg (YTD)
+15.20%
vs Peers
+2.82%

SVPIX Mutual Fund Performance

SVPIX performance across multiple time periods: 1-month 0.37%, YTD 18.02%, 1-year 23.93%, 3-year 12.23%, 5-year 5.63%, 10-year 8.72%.

SVPIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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