SVPFX Mutual Fund

SVPFX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
-0.67%
3 Months
-0.17%
6 Months
+0.85%
YTD
+1.83%
1 Year
+3.56%
3 Years (annualized)
+5.27%
5 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVPFX 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
Bloomberg 1-5 Year US Treasury Index
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+7.91%
vs Peers
-6.08%

SVPFX Mutual Fund Performance

SVPFX performance across multiple time periods: 1-month -0.67%, YTD 1.83%, 1-year 3.56%, 3-year 5.27%, 5-year 2.55%.

SVPFX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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