SLVYX Mutual Fund

SLVYX Mutual Fund

NAV$23.20
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Returns Overview

1 Month
-4.28%
3 Months
-8.32%
6 Months
+0.61%
YTD
-3.56%
1 Year
-0.24%
3 Years (annualized)
+10.27%
5 Years (annualized)
+7.69%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLVYX 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
PROUpgrade to run

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)
-3.56%
Peer Avg (YTD)
+10.00%
vs Peers
-13.56%

SLVYX Mutual Fund Performance

SLVYX performance across multiple time periods: 1-month -4.28%, YTD -3.56%, 1-year -0.24%, 3-year 10.27%, 5-year 7.69%, 10-year 9.78%.

SLVYX returns trail the peer average of 10.00% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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