SVFYX Mutual Fund

NAV$99.09

Returns Overview

1 Month
+3.01%
3 Months
+7.47%
6 Months
+16.69%
YTD
+15.21%
1 Year
+29.80%
3 Years (annualized)
+13.62%
5 Years (annualized)
+10.02%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFYX 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)
+15.21%
Peer Avg (YTD)
+9.49%
vs Peers
+5.72%

SVFYX Mutual Fund Performance

SVFYX performance across multiple time periods: 1-month 3.01%, YTD 15.21%, 1-year 29.80%, 3-year 13.62%, 5-year 10.02%, 10-year 13.49%.

SVFYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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