SDVSX Mutual Fund

SDVSX Mutual Fund

NAV$18.47
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Returns Overview

1 Month
+2.57%
3 Months
+1.05%
6 Months
+6.79%
YTD
+9.92%
1 Year
+11.73%
3 Years (annualized)
+19.97%
5 Years (annualized)
+10.21%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDVSX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+17.72%
vs Peers
-7.80%

SDVSX Mutual Fund Performance

SDVSX performance across multiple time periods: 1-month 2.57%, YTD 9.92%, 1-year 11.73%, 3-year 19.97%, 5-year 10.21%, 10-year 13.05%.

SDVSX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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