SVBIX Mutual Fund

NAV$31.38

Returns Overview

1 Month
-2.52%
3 Months
+1.72%
6 Months
+4.67%
YTD
+6.70%
1 Year
+21.01%
3 Years (annualized)
+16.36%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVBIX 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)
+6.70%
Peer Avg (YTD)
+5.87%
vs Peers
+0.83%

SVBIX Mutual Fund Performance

SVBIX performance across multiple time periods: 1-month -2.52%, YTD 6.70%, 1-year 21.01%, 3-year 16.36%, 5-year 9.17%, 10-year 10.49%.

SVBIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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