SPVZX Mutual Fund

SPVZX Mutual Fund

NAV$34.27
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Returns Overview

1 Month
-3.30%
3 Months
+0.94%
6 Months
+15.67%
YTD
+19.12%
1 Year
+24.23%
3 Years (annualized)
+18.73%
5 Years (annualized)
+10.60%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPVZX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+19.12%
Peer Avg (YTD)
+6.72%
vs Peers
+12.40%

SPVZX Mutual Fund Performance

SPVZX performance across multiple time periods: 1-month -3.30%, YTD 19.12%, 1-year 24.23%, 3-year 18.73%, 5-year 10.60%, 10-year 9.29%.

SPVZX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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