SVPIX Mutual Fund

NAV$138.36

Returns Overview

1 Month
+4.85%
3 Months
+15.24%
6 Months
+19.40%
YTD
+18.43%
1 Year
+36.43%
3 Years (annualized)
+12.50%
5 Years (annualized)
+5.11%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVPIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+18.43%
Peer Avg (YTD)
+18.52%
vs Peers
-0.09%

SVPIX Mutual Fund Performance

SVPIX performance across multiple time periods: 1-month 4.85%, YTD 18.43%, 1-year 36.43%, 3-year 12.50%, 5-year 5.11%, 10-year 9.39%.

SVPIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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