SVXLX Mutual Fund

SVXLX Mutual Fund

NAV$99.30
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Returns Overview

1 Month
+7.75%
3 Months
+7.06%
6 Months
+22.41%
YTD
+30.80%
1 Year
+48.79%
3 Years (annualized)
+24.01%
5 Years (annualized)
+20.26%
10 Years (annualized)
+15.83%

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
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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)
+30.80%
Peer Avg (YTD)
+9.42%
vs Peers
+21.38%

SVXLX Mutual Fund Performance

SVXLX performance across multiple time periods: 1-month 7.75%, YTD 30.80%, 1-year 48.79%, 3-year 24.01%, 5-year 20.26%, 10-year 15.83%.

SVXLX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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