SVBCX Mutual Fund

SVBCX Mutual Fund

NAV$32.19
See how much of SVBCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.64%
3 Months
-1.58%
6 Months
+9.63%
YTD
+8.34%
1 Year
+12.50%
3 Years (annualized)
+14.76%
5 Years (annualized)
+7.30%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVBCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+4.96%
vs Peers
+3.38%

SVBCX Mutual Fund Performance

SVBCX performance across multiple time periods: 1-month -1.64%, YTD 8.34%, 1-year 12.50%, 3-year 14.76%, 5-year 7.30%, 10-year 9.06%.

SVBCX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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