SLVCX Mutual Fund

NAV$15.65

Returns Overview

1 Month
-1.82%
3 Months
-0.32%
6 Months
-2.37%
YTD
+0.97%
1 Year
+8.74%
3 Years (annualized)
+11.27%
5 Years (annualized)
+8.39%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+9.49%
vs Peers
-8.52%

SLVCX Mutual Fund Performance

SLVCX performance across multiple time periods: 1-month -1.82%, YTD 0.97%, 1-year 8.74%, 3-year 11.27%, 5-year 8.39%, 10-year 10.08%.

SLVCX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this mutual fund.

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