SVSAX Mutual Fund

NAV$11.02

Returns Overview

1 Month
-0.09%
3 Months
+2.19%
6 Months
+2.95%
YTD
+2.95%
1 Year
+6.56%
3 Years (annualized)
+6.92%
5 Years (annualized)
+3.51%
10 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVSAX 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 500 Index Total Return
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+4.14%
vs Peers
-1.19%

SVSAX Mutual Fund Performance

SVSAX performance across multiple time periods: 1-month -0.09%, YTD 2.95%, 1-year 6.56%, 3-year 6.92%, 5-year 3.51%, 10-year 3.66%.

SVSAX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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