SVYAX Mutual Fund

SVYAX Mutual Fund

NAV$7.30
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Returns Overview

1 Month
+4.80%
3 Months
+4.36%
6 Months
+11.33%
YTD
+16.44%
1 Year
+18.93%
3 Years (annualized)
+17.66%
5 Years (annualized)
+10.25%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVYAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Minimum Volatility Index
This Mutual Fund (YTD)
+16.44%
Peer Avg (YTD)
+14.61%
vs Peers
+1.82%

SVYAX Mutual Fund Performance

SVYAX performance across multiple time periods: 1-month 4.80%, YTD 16.44%, 1-year 18.93%, 3-year 17.66%, 5-year 10.25%, 10-year 10.52%.

SVYAX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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