SVFKX Mutual Fund

SVFKX Mutual Fund

NAV$99.69
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Returns Overview

1 Month
-4.77%
3 Months
+1.48%
6 Months
+8.88%
YTD
+16.53%
1 Year
+18.29%
3 Years (annualized)
+14.22%
5 Years (annualized)
+10.34%
10 Years (annualized)
+14.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVFKX 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
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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)
+16.53%
Peer Avg (YTD)
+10.00%
vs Peers
+6.54%

SVFKX Mutual Fund Performance

SVFKX performance across multiple time periods: 1-month -4.77%, YTD 16.53%, 1-year 18.29%, 3-year 14.22%, 5-year 10.34%, 10-year 14.15%.

SVFKX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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