SVSAX Mutual Fund

SVSAX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
+1.84%
3 Months
+1.09%
6 Months
+2.20%
YTD
+4.28%
1 Year
+5.43%
3 Years (annualized)
+7.93%
5 Years (annualized)
+3.40%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVSAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+3.07%
vs Peers
+1.21%

SVSAX Mutual Fund Performance

SVSAX performance across multiple time periods: 1-month 1.84%, YTD 4.28%, 1-year 5.43%, 3-year 7.93%, 5-year 3.40%, 10-year 3.65%.

SVSAX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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