SVFDX Mutual Fund

SVFDX Mutual Fund

NAV$95.85
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Returns Overview

1 Month
-4.79%
3 Months
+1.44%
6 Months
+8.80%
YTD
+16.41%
1 Year
+18.12%
3 Years (annualized)
+14.15%
5 Years (annualized)
+10.27%
10 Years (annualized)
+12.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFDX 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)
+16.41%
Peer Avg (YTD)
+10.00%
vs Peers
+6.41%

SVFDX Mutual Fund Performance

SVFDX performance across multiple time periods: 1-month -4.79%, YTD 16.41%, 1-year 18.12%, 3-year 14.15%, 5-year 10.27%, 10-year 12.99%.

SVFDX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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