SVUIX Mutual Fund

SVUIX Mutual Fund

NAV$38.87
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Returns Overview

1 Month
-0.57%
3 Months
+1.79%
6 Months
+5.22%
YTD
+9.46%
1 Year
+11.87%
3 Years (annualized)
+8.20%
5 Years (annualized)
+6.42%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVUIX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+9.89%
vs Peers
-0.43%

SVUIX Mutual Fund Performance

SVUIX performance across multiple time periods: 1-month -0.57%, YTD 9.46%, 1-year 11.87%, 3-year 8.20%, 5-year 6.42%, 10-year 9.19%.

SVUIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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