SVPSX Mutual Fund

SVPSX Mutual Fund

NAV$102.49
See how much of SVPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.51%
3 Months
-2.53%
6 Months
+2.08%
YTD
+13.96%
1 Year
+18.61%
3 Years (annualized)
+15.11%
5 Years (annualized)
+3.79%
10 Years (annualized)
+7.06%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+13.96%
Peer Avg (YTD)
+12.21%
vs Peers
+1.75%

SVPSX Mutual Fund Performance

SVPSX performance across multiple time periods: 1-month 3.51%, YTD 13.96%, 1-year 18.61%, 3-year 15.11%, 5-year 3.79%, 10-year 7.06%.

SVPSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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