SVXFX Mutual Fund

SVXFX Mutual Fund

NAV$96.78
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Returns Overview

1 Month
-0.74%
3 Months
+6.19%
6 Months
+21.51%
YTD
+20.01%
1 Year
+43.60%
3 Years (annualized)
+23.35%

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)
+20.01%
Peer Avg (YTD)
+9.13%
vs Peers
+10.88%

SVXFX Mutual Fund Performance

SVXFX performance across multiple time periods: 1-month -0.74%, YTD 20.01%, 1-year 43.60%, 3-year 23.35%.

SVXFX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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