SVFYX Mutual Fund

NAV$90.00

Returns Overview

1 Month
+4.37%
3 Months
+5.96%
6 Months
+6.99%
YTD
+7.44%
1 Year
+12.51%
3 Years
+10.91%
5 Years
+11.23%
10 Years
+12.82%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
+7.44%
Peer Avg (YTD)
+5.12%
vs Peers
+2.33%

SVFYX Mutual Fund Performance

SVFYX performance across multiple time periods: 1-month 4.37%, YTD 7.44%, 1-year 12.51%, 3-year 10.91%, 5-year 11.23%, 10-year 12.82%.

SVFYX returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.80%, 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.