SVSPX Mutual Fund

SVSPX Mutual Fund

NAV$314.28
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Returns Overview

1 Month
-0.06%
3 Months
+4.17%
6 Months
+8.48%
YTD
+9.81%
1 Year
+19.39%
3 Years (annualized)
+19.13%
5 Years (annualized)
+12.69%
10 Years (annualized)
+14.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVSPX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+9.41%
vs Peers
+0.40%

SVSPX Mutual Fund Performance

SVSPX performance across multiple time periods: 1-month -0.06%, YTD 9.81%, 1-year 19.39%, 3-year 19.13%, 5-year 12.69%, 10-year 14.94%.

SVSPX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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