SVFFX Mutual Fund

NAV$98.88

Returns Overview

1 Month
+3.60%
3 Months
+8.44%
6 Months
+17.16%
YTD
+19.59%
1 Year
+29.70%
3 Years (annualized)
+13.54%
5 Years (annualized)
+10.60%
10 Years (annualized)
+13.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFFX 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)
+19.59%
Peer Avg (YTD)
+9.49%
vs Peers
+10.10%

SVFFX Mutual Fund Performance

SVFFX performance across multiple time periods: 1-month 3.60%, YTD 19.59%, 1-year 29.70%, 3-year 13.54%, 5-year 10.60%, 10-year 13.71%.

SVFFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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