SVFFX Mutual Fund

SVFFX Mutual Fund

NAV$98.75
See how much of SVFFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.73%
3 Months
+1.61%
6 Months
+9.15%
YTD
+16.96%
1 Year
+18.92%
3 Years (annualized)
+14.87%
5 Years (annualized)
+10.90%
10 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFFX 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)
+16.96%
Peer Avg (YTD)
+10.00%
vs Peers
+6.96%

SVFFX Mutual Fund Performance

SVFFX performance across multiple time periods: 1-month -4.73%, YTD 16.96%, 1-year 18.92%, 3-year 14.87%, 5-year 10.90%, 10-year 13.63%.

SVFFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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