SLVYX Mutual Fund

NAV$24.07

Returns Overview

1 Month
-3.37%
3 Months
-0.82%
6 Months
-2.43%
YTD
+0.84%
1 Year
+9.44%
3 Years (annualized)
+12.06%
5 Years (annualized)
+9.11%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVYX 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
S&P 500 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+9.49%
vs Peers
-8.65%

SLVYX Mutual Fund Performance

SLVYX performance across multiple time periods: 1-month -3.37%, YTD 0.84%, 1-year 9.44%, 3-year 12.06%, 5-year 9.11%, 10-year 10.78%.

SLVYX returns trail the peer average of 9.49% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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