STVYX Mutual Fund

NAV$16.25

Returns Overview

1 Month
-0.57%
3 Months
+3.11%
6 Months
+4.21%
YTD
+4.42%
1 Year
+8.65%
3 Years (annualized)
+7.39%
5 Years (annualized)
+6.95%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STVYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+9.49%
vs Peers
-5.07%

STVYX Mutual Fund Performance

STVYX performance across multiple time periods: 1-month -0.57%, YTD 4.42%, 1-year 8.65%, 3-year 7.39%, 5-year 6.95%, 10-year 8.57%.

STVYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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