SVBCX Mutual Fund

NAV$31.91

Returns Overview

1 Month
-1.12%
3 Months
+2.37%
6 Months
+6.97%
YTD
+8.46%
1 Year
+19.81%
3 Years (annualized)
+15.20%
5 Years (annualized)
+8.08%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVBCX 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)
+8.46%
Peer Avg (YTD)
+5.87%
vs Peers
+2.60%

SVBCX Mutual Fund Performance

SVBCX performance across multiple time periods: 1-month -1.12%, YTD 8.46%, 1-year 19.81%, 3-year 15.20%, 5-year 8.08%, 10-year 9.39%.

SVBCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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