SVFDX Mutual Fund

NAV$95.60

Returns Overview

1 Month
+2.94%
3 Months
+7.26%
6 Months
+16.23%
YTD
+14.76%
1 Year
+27.08%
3 Years (annualized)
+12.33%
5 Years (annualized)
+9.80%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFDX 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)
+14.76%
Peer Avg (YTD)
+9.49%
vs Peers
+5.27%

SVFDX Mutual Fund Performance

SVFDX performance across multiple time periods: 1-month 2.94%, YTD 14.76%, 1-year 27.08%, 3-year 12.33%, 5-year 9.80%, 10-year 14.06%.

SVFDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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