SVFDX Mutual Fund

NAV$87.12

Returns Overview

1 Month
+4.30%
3 Months
+6.51%
6 Months
+7.33%
YTD
+7.32%
1 Year
+12.43%
3 Years
+10.39%
5 Years
+11.47%
10 Years
+13.63%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
+7.32%
Peer Avg (YTD)
+5.12%
vs Peers
+2.20%

SVFDX Mutual Fund Performance

SVFDX performance across multiple time periods: 1-month 4.30%, YTD 7.32%, 1-year 12.43%, 3-year 10.39%, 5-year 11.47%, 10-year 13.63%.

SVFDX returns outperform the peer average of 5.12% 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.