SVBAX Mutual Fund

NAV$31.98

Returns Overview

1 Month
-1.05%
3 Months
+2.40%
6 Months
+6.99%
YTD
+8.55%
1 Year
+20.65%
3 Years (annualized)
+16.02%
5 Years (annualized)
+8.83%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVBAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+5.87%
vs Peers
+2.69%

SVBAX Mutual Fund Performance

SVBAX performance across multiple time periods: 1-month -1.05%, YTD 8.55%, 1-year 20.65%, 3-year 16.02%, 5-year 8.83%, 10-year 10.17%.

SVBAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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