SVLCX Mutual Fund

SVLCX Mutual Fund

NAV$39.46
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Returns Overview

1 Month
-5.07%
3 Months
-1.58%
6 Months
+10.26%
YTD
+11.40%
1 Year
+22.94%
3 Years (annualized)
+20.77%
5 Years (annualized)
+12.70%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVLCX 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)
+11.40%
Peer Avg (YTD)
+10.00%
vs Peers
+1.41%

SVLCX Mutual Fund Performance

SVLCX performance across multiple time periods: 1-month -5.07%, YTD 11.40%, 1-year 22.94%, 3-year 20.77%, 5-year 12.70%, 10-year 12.56%.

SVLCX 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.

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