SVSPX Mutual Fund

SVSPX Mutual Fund

NAV$309.00
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Returns Overview

1 Month
-0.89%
3 Months
+1.43%
6 Months
+5.66%
YTD
+11.38%
1 Year
+11.94%
3 Years (annualized)
+23.21%
5 Years (annualized)
+11.88%
10 Years (annualized)
+15.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVSPX 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(SPX)
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+17.72%
vs Peers
-6.33%

SVSPX Mutual Fund Performance

SVSPX performance across multiple time periods: 1-month -0.89%, YTD 11.38%, 1-year 11.94%, 3-year 23.21%, 5-year 11.88%, 10-year 15.27%.

SVSPX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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