SIVLX Mutual Fund

NAV$17.86

Returns Overview

1 Month
-0.67%
3 Months
-4.34%
6 Months
-2.35%
YTD
+5.06%
1 Year
+16.56%
3 Years (annualized)
+12.62%
5 Years (annualized)
+8.40%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIVLX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+23.08%
vs Peers
-18.02%

SIVLX Mutual Fund Performance

SIVLX performance across multiple time periods: 1-month -0.67%, YTD 5.06%, 1-year 16.56%, 3-year 12.62%, 5-year 8.40%, 10-year 8.94%.

SIVLX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

SIVLX performance comparison shows side-by-side returns with another fund. SIVLX alternatives are available in the Mutual Fund Screener.