SVFAX Mutual Fund

NAV$89.01

Returns Overview

1 Month
+4.34%
3 Months
+6.25%
6 Months
+7.26%
YTD
+7.38%
1 Year
+12.57%
3 Years
+10.68%
5 Years
+10.94%
10 Years
+13.19%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SVFAX 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 Index(SPX)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+5.12%
vs Peers
+2.27%

SVFAX Mutual Fund Performance

SVFAX performance across multiple time periods: 1-month 4.34%, YTD 7.38%, 1-year 12.57%, 3-year 10.68%, 5-year 10.94%, 10-year 13.19%.

SVFAX returns outperform the peer average of 5.12% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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