SVFKX Mutual Fund

NAV$90.55

Returns Overview

1 Month
+4.33%
3 Months
+7.98%
6 Months
+8.86%
YTD
+7.34%
1 Year
+14.11%
3 Years
+10.97%
5 Years
+11.04%
10 Years
+13.45%

Risk Metrics (5-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
+7.34%
Peer Avg (YTD)
+5.12%
vs Peers
+2.23%

SVFKX Mutual Fund Performance

SVFKX performance across multiple time periods: 1-month 4.33%, YTD 7.34%, 1-year 14.11%, 3-year 10.97%, 5-year 11.04%, 10-year 13.45%.

SVFKX returns outperform the peer average of 5.12% 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.