SVPSX Mutual Fund

NAV$106.19

Returns Overview

1 Month
+4.75%
3 Months
+14.96%
6 Months
+18.80%
YTD
+17.85%
1 Year
+35.06%
3 Years (annualized)
+11.36%
5 Years (annualized)
+4.05%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVPSX 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 SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+17.85%
Peer Avg (YTD)
+18.52%
vs Peers
-0.68%

SVPSX Mutual Fund Performance

SVPSX performance across multiple time periods: 1-month 4.75%, YTD 17.85%, 1-year 35.06%, 3-year 11.36%, 5-year 4.05%, 10-year 7.66%.

SVPSX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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