SVACX Mutual Fund

SVACX Mutual Fund

NAV$6.94
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Returns Overview

1 Month
-6.27%
3 Months
-2.09%
6 Months
-1.18%
YTD
+7.02%
1 Year
+9.83%
3 Years (annualized)
+10.94%
5 Years (annualized)
+4.81%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVACX 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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+10.00%
vs Peers
-2.98%

SVACX Mutual Fund Performance

SVACX performance across multiple time periods: 1-month -6.27%, YTD 7.02%, 1-year 9.83%, 3-year 10.94%, 5-year 4.81%, 10-year 1.50%.

SVACX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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