SVTAX Mutual Fund

SVTAX Mutual Fund

NAV$11.44
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Returns Overview

1 Month
-1.01%
3 Months
+1.03%
6 Months
+2.57%
YTD
+2.66%
1 Year
+5.20%
3 Years (annualized)
+9.59%
5 Years (annualized)
+6.69%
10 Years (annualized)
+6.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVTAX 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
MSCI World Minimum Volatility Index
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+9.49%
vs Peers
-6.83%

SVTAX Mutual Fund Performance

SVTAX performance across multiple time periods: 1-month -1.01%, YTD 2.66%, 1-year 5.20%, 3-year 9.59%, 5-year 6.69%, 10-year 6.84%.

SVTAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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