SVIIX Mutual Fund

SVIIX Mutual Fund

NAV$10.44
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Returns Overview

1 Month
-4.32%
3 Months
-1.35%
6 Months
+13.94%
YTD
+15.04%
1 Year
+19.91%
3 Years (annualized)
+17.66%
5 Years (annualized)
+9.54%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVIIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.04%
Peer Avg (YTD)
+10.00%
vs Peers
+5.05%

SVIIX Mutual Fund Performance

SVIIX performance across multiple time periods: 1-month -4.32%, YTD 15.04%, 1-year 19.91%, 3-year 17.66%, 5-year 9.54%, 10-year 10.48%.

SVIIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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