SVXYX Mutual Fund

SVXYX Mutual Fund

NAV$96.43
See how much of SVXYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.07%
3 Months
+9.79%
6 Months
+20.67%
YTD
+32.77%
1 Year
+46.76%
3 Years (annualized)
+26.22%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE (Net) Index
This Mutual Fund (YTD)
+32.77%
Peer Avg (YTD)
+10.17%
vs Peers
+22.59%

SVXYX Mutual Fund Performance

SVXYX performance across multiple time periods: 1-month 3.07%, YTD 32.77%, 1-year 46.76%, 3-year 26.22%.

SVXYX returns outperform the peer average of 10.17% 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.