SVXCX Mutual Fund

SVXCX Mutual Fund

NAV$87.58
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Returns Overview

1 Month
+1.62%
3 Months
+0.07%
6 Months
+6.47%
YTD
+29.76%
1 Year
+38.80%
3 Years (annualized)
+25.21%
5 Years (annualized)
+16.98%
10 Years (annualized)
+15.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXCX 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
MSCI EAFE (Net) Index
This Mutual Fund (YTD)
+29.76%
Peer Avg (YTD)
+8.21%
vs Peers
+21.55%

SVXCX Mutual Fund Performance

SVXCX performance across multiple time periods: 1-month 1.62%, YTD 29.76%, 1-year 38.80%, 3-year 25.21%, 5-year 16.98%, 10-year 15.39%.

SVXCX returns outperform the peer average of 8.21% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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