SVFKX Mutual Fund

NAV$99.31

Returns Overview

1 Month
+2.21%
3 Months
+7.17%
6 Months
+16.49%
YTD
+18.54%
1 Year
+28.97%
3 Years (annualized)
+12.91%
5 Years (annualized)
+9.38%
10 Years (annualized)
+13.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFKX 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)
+18.54%
Peer Avg (YTD)
+9.49%
vs Peers
+9.05%

SVFKX Mutual Fund Performance

SVFKX performance across multiple time periods: 1-month 2.21%, YTD 18.54%, 1-year 28.97%, 3-year 12.91%, 5-year 9.38%, 10-year 13.88%.

SVFKX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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