SVTAX Mutual Fund

SVTAX Mutual Fund

NAV$11.22
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Returns Overview

1 Month
+1.95%
3 Months
+5.32%
6 Months
+2.59%
YTD
+9.23%
1 Year
+11.03%
3 Years (annualized)
+12.15%
5 Years (annualized)
+7.12%
10 Years (annualized)
+7.49%

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
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📉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)
+9.23%
Peer Avg (YTD)
+12.44%
vs Peers
-3.21%

SVTAX Mutual Fund Performance

SVTAX performance across multiple time periods: 1-month 1.95%, YTD 9.23%, 1-year 11.03%, 3-year 12.15%, 5-year 7.12%, 10-year 7.49%.

SVTAX returns trail the peer average of 12.44% 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.