SVYAX Mutual Fund

SVYAX Mutual Fund

NAV$7.09
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Returns Overview

1 Month
+2.70%
3 Months
+7.62%
6 Months
+9.28%
YTD
+14.59%
1 Year
+15.71%
3 Years (annualized)
+15.10%
5 Years (annualized)
+9.59%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVYAX 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 USA Minimum Volatility Index
This Mutual Fund (YTD)
+14.59%
Peer Avg (YTD)
+12.44%
vs Peers
+2.16%

SVYAX Mutual Fund Performance

SVYAX performance across multiple time periods: 1-month 2.70%, YTD 14.59%, 1-year 15.71%, 3-year 15.10%, 5-year 9.59%, 10-year 10.08%.

SVYAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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