SVBAX Mutual Fund

SVBAX Mutual Fund

NAV$32.24
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Returns Overview

1 Month
-1.55%
3 Months
-1.40%
6 Months
+10.04%
YTD
+8.94%
1 Year
+13.31%
3 Years (annualized)
+15.56%
5 Years (annualized)
+8.04%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVBAX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+4.96%
vs Peers
+3.97%

SVBAX Mutual Fund Performance

SVBAX performance across multiple time periods: 1-month -1.55%, YTD 8.94%, 1-year 13.31%, 3-year 15.56%, 5-year 8.04%, 10-year 9.83%.

SVBAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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