SPVYX Mutual Fund

SPVYX Mutual Fund

NAV$26.89
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Returns Overview

1 Month
-4.58%
3 Months
-3.34%
6 Months
+11.91%
YTD
+13.79%
1 Year
+19.50%
3 Years (annualized)
+16.62%
5 Years (annualized)
+9.19%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPVYX 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
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+10.34%
vs Peers
+3.45%

SPVYX Mutual Fund Performance

SPVYX performance across multiple time periods: 1-month -4.58%, YTD 13.79%, 1-year 19.50%, 3-year 16.62%, 5-year 9.19%, 10-year 8.98%.

SPVYX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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