SVUIX Mutual Fund

SVUIX Mutual Fund

NAV$41.35
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Returns Overview

1 Month
+3.16%
3 Months
+11.65%
6 Months
+11.93%
YTD
+10.92%
1 Year
+20.07%
3 Years (annualized)
+118.41%
5 Years (annualized)
+61.38%
10 Years (annualized)
+35.03%

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)
+10.92%
Peer Avg (YTD)
+10.82%
vs Peers
+0.11%

SVUIX Mutual Fund Performance

SVUIX performance across multiple time periods: 1-month 3.16%, YTD 10.92%, 1-year 20.07%, 3-year 118.41%, 5-year 61.38%, 10-year 35.03%.

SVUIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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