SLVCX Mutual Fund

SLVCX Mutual Fund

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Returns Overview

1 Month
-4.37%
3 Months
-8.49%
6 Months
+0.27%
YTD
-4.06%
1 Year
-0.88%
3 Years (annualized)
+9.50%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVCX 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
PROUpgrade to run
🏦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 Value Total Return USD(^SP500VTR:SP)
This Mutual Fund (YTD)
-4.06%
Peer Avg (YTD)
+10.00%
vs Peers
-14.06%

SLVCX Mutual Fund Performance

SLVCX performance across multiple time periods: 1-month -4.37%, YTD -4.06%, 1-year -0.88%, 3-year 9.50%, 5-year 6.99%, 10-year 9.08%.

SLVCX returns trail the peer average of 10.00% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this mutual fund.

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