SLVRX Mutual Fund

SLVRX Mutual Fund

NAV$43.85
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Returns Overview

1 Month
-5.01%
3 Months
-1.45%
6 Months
+10.54%
YTD
+11.84%
1 Year
+23.55%
3 Years (annualized)
+21.37%
5 Years (annualized)
+13.27%
10 Years (annualized)
+13.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVRX 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)
+11.84%
Peer Avg (YTD)
+10.00%
vs Peers
+1.85%

SLVRX Mutual Fund Performance

SLVRX performance across multiple time periods: 1-month -5.01%, YTD 11.84%, 1-year 23.55%, 3-year 21.37%, 5-year 13.27%, 10-year 13.14%.

SLVRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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