SVFAX Mutual Fund

SVFAX Mutual Fund

NAV$97.69
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Returns Overview

1 Month
-4.75%
3 Months
+1.53%
6 Months
+9.00%
YTD
+16.73%
1 Year
+18.64%
3 Years (annualized)
+14.58%
5 Years (annualized)
+10.61%
10 Years (annualized)
+13.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFAX 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)
+16.73%
Peer Avg (YTD)
+10.00%
vs Peers
+6.73%

SVFAX Mutual Fund Performance

SVFAX performance across multiple time periods: 1-month -4.75%, YTD 16.73%, 1-year 18.64%, 3-year 14.58%, 5-year 10.61%, 10-year 13.35%.

SVFAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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