SVXYX Mutual Fund

SVXYX Mutual Fund

NAV$101.19
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Returns Overview

1 Month
+7.31%
3 Months
+6.66%
6 Months
+22.04%
YTD
+28.81%
1 Year
+48.51%
3 Years (annualized)
+24.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXYX 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)
+28.81%
Peer Avg (YTD)
+9.42%
vs Peers
+19.39%

SVXYX Mutual Fund Performance

SVXYX performance across multiple time periods: 1-month 7.31%, YTD 28.81%, 1-year 48.51%, 3-year 24.09%.

SVXYX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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