SVALX Mutual Fund

SVALX Mutual Fund

NAV$6.98
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Returns Overview

1 Month
-6.29%
3 Months
-1.96%
6 Months
-0.64%
YTD
+8.36%
1 Year
+10.97%
3 Years (annualized)
+17.06%
5 Years (annualized)
+11.24%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVALX 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)
+8.36%
Peer Avg (YTD)
+10.00%
vs Peers
-1.64%

SVALX Mutual Fund Performance

SVALX performance across multiple time periods: 1-month -6.29%, YTD 8.36%, 1-year 10.97%, 3-year 17.06%, 5-year 11.24%, 10-year 9.38%.

SVALX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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