SVPSX Mutual Fund

SVPSX Mutual Fund

NAV$105.66
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Returns Overview

1 Month
-0.79%
3 Months
+4.73%
6 Months
+11.00%
YTD
+16.92%
1 Year
+32.75%
3 Years (annualized)
+9.04%
5 Years (annualized)
+4.86%
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
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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)
+16.92%
Peer Avg (YTD)
+15.31%
vs Peers
+1.61%

SVPSX Mutual Fund Performance

SVPSX performance across multiple time periods: 1-month -0.79%, YTD 16.92%, 1-year 32.75%, 3-year 9.04%, 5-year 4.86%, 10-year 7.06%.

SVPSX returns outperform the peer average of 15.31% 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.