SVXLX Mutual Fund

NAV$96.30

Returns Overview

1 Month
-0.76%
3 Months
+6.12%
6 Months
+21.39%
YTD
+19.89%
1 Year
+43.34%
3 Years (annualized)
+23.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXLX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE (Net) Index
This Mutual Fund (YTD)
+19.89%
Peer Avg (YTD)
+9.13%
vs Peers
+10.76%

SVXLX Mutual Fund Performance

SVXLX performance across multiple time periods: 1-month -0.76%, YTD 19.89%, 1-year 43.34%, 3-year 23.20%.

SVXLX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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