SFVLX Mutual Fund

SFVLX Mutual Fund

NAV$18.74
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Returns Overview

1 Month
-2.61%
3 Months
+2.40%
6 Months
-3.59%
YTD
+8.34%
1 Year
+13.45%
3 Years (annualized)
+14.08%
5 Years (annualized)
+9.17%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFVLX 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
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+20.47%
vs Peers
-12.13%

SFVLX Mutual Fund Performance

SFVLX performance across multiple time periods: 1-month -2.61%, YTD 8.34%, 1-year 13.45%, 3-year 14.08%, 5-year 9.17%, 10-year 9.04%.

SFVLX returns trail the peer average of 20.47% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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