SVXFX Mutual Fund

SVXFX Mutual Fund

NAV$95.86
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Returns Overview

1 Month
+3.05%
3 Months
+9.76%
6 Months
+20.64%
YTD
+32.72%
1 Year
+46.67%
3 Years (annualized)
+26.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXFX 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
PROUpgrade to run
🏦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)
+32.72%
Peer Avg (YTD)
+10.17%
vs Peers
+22.54%

SVXFX Mutual Fund Performance

SVXFX performance across multiple time periods: 1-month 3.05%, YTD 32.72%, 1-year 46.67%, 3-year 26.07%.

SVXFX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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