SVPIX Mutual Fund

SVPIX Mutual Fund

NAV$136.96
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Returns Overview

1 Month
-0.71%
3 Months
+4.99%
6 Months
+11.54%
YTD
+17.59%
1 Year
+34.09%
3 Years (annualized)
+10.16%
5 Years (annualized)
+5.93%
10 Years (annualized)
+8.14%

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)
+17.59%
Peer Avg (YTD)
+15.31%
vs Peers
+2.28%

SVPIX Mutual Fund Performance

SVPIX performance across multiple time periods: 1-month -0.71%, YTD 17.59%, 1-year 34.09%, 3-year 10.16%, 5-year 5.93%, 10-year 8.14%.

SVPIX returns outperform the peer average of 15.31% 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.