SVOAX Mutual Fund

SVOAX Mutual Fund

NAV$14.98
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Returns Overview

1 Month
+6.06%
3 Months
+4.79%
6 Months
+11.77%
YTD
+15.10%
1 Year
+17.71%
3 Years (annualized)
+16.78%
5 Years (annualized)
+9.42%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVOAX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.10%
Peer Avg (YTD)
+20.32%
vs Peers
-5.22%

SVOAX Mutual Fund Performance

SVOAX performance across multiple time periods: 1-month 6.06%, YTD 15.10%, 1-year 17.71%, 3-year 16.78%, 5-year 9.42%, 10-year 9.66%.

SVOAX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

SVOAX vs another fund shows side-by-side returns. SVOAX alternatives are available in the Mutual Fund Screener.