SVUXX Mutual Fund

SVUXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.43%
3 Months
+1.34%
6 Months
+2.68%
YTD
+2.91%
1 Year
+4.75%
3 Years (annualized)
+2.81%
5 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVUXX 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
3-Month US T-Bills Index(SPUTB3M)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+2.36%
vs Peers
+0.55%

SVUXX Mutual Fund Performance

SVUXX performance across multiple time periods: 1-month 0.43%, YTD 2.91%, 1-year 4.75%, 3-year 2.81%, 5-year 1.96%.

SVUXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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