SVXLX Mutual Fund

SVXLX Mutual Fund

NAV$93.27
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Returns Overview

1 Month
+1.67%
3 Months
+0.25%
6 Months
+7.33%
YTD
+29.51%
1 Year
+40.49%
3 Years (annualized)
+26.35%
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)
+29.51%
Peer Avg (YTD)
+8.05%
vs Peers
+21.46%

SVXLX Mutual Fund Performance

SVXLX performance across multiple time periods: 1-month 1.67%, YTD 29.51%, 1-year 40.49%, 3-year 26.35%, 5-year 20.26%, 10-year 15.83%.

SVXLX returns outperform the peer average of 8.05% 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.