SVSPX Mutual Fund

SVSPX Mutual Fund

NAV$315.37
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Returns Overview

1 Month
+2.70%
3 Months
+1.65%
6 Months
+12.27%
YTD
+12.78%
1 Year
+20.19%
3 Years (annualized)
+20.85%
5 Years (annualized)
+12.62%
10 Years (annualized)
+15.21%

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)
+12.78%
Peer Avg (YTD)
+11.21%
vs Peers
+1.56%

SVSPX Mutual Fund Performance

SVSPX performance across multiple time periods: 1-month 2.70%, YTD 12.78%, 1-year 20.19%, 3-year 20.85%, 5-year 12.62%, 10-year 15.21%.

SVSPX returns outperform the peer average of 11.21% 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.