SVXAX Mutual Fund

SVXAX Mutual Fund

NAV$97.58
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Returns Overview

1 Month
+7.28%
3 Months
+6.58%
6 Months
+21.84%
YTD
+28.57%
1 Year
+47.96%
3 Years (annualized)
+23.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXAX 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 EAFE (Net) Index
This Mutual Fund (YTD)
+28.57%
Peer Avg (YTD)
+9.42%
vs Peers
+19.15%

SVXAX Mutual Fund Performance

SVXAX performance across multiple time periods: 1-month 7.28%, YTD 28.57%, 1-year 47.96%, 3-year 23.62%.

SVXAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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