SVFCX Mutual Fund

NAV$95.13

Returns Overview

1 Month
+3.53%
3 Months
+8.21%
6 Months
+16.67%
YTD
+19.03%
1 Year
+28.57%
3 Years (annualized)
+12.54%
5 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFCX 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)
+19.03%
Peer Avg (YTD)
+9.49%
vs Peers
+9.54%

SVFCX Mutual Fund Performance

SVFCX performance across multiple time periods: 1-month 3.53%, YTD 19.03%, 1-year 28.57%, 3-year 12.54%, 5-year 8.98%.

SVFCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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