SFVRX Mutual Fund

SFVRX Mutual Fund

NAV$18.70
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Returns Overview

1 Month
-2.61%
3 Months
+2.35%
6 Months
+5.06%
YTD
+8.04%
1 Year
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFVRX 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)
+8.04%
Peer Avg (YTD)
+20.48%
vs Peers
-12.44%

SFVRX Mutual Fund Performance

SFVRX performance across multiple time periods: 1-month -2.61%, YTD 8.04%, 1-year 13.27%.

SFVRX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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