SVPSX Mutual Fund

SVPSX Mutual Fund

NAV$99.81
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Returns Overview

1 Month
-6.09%
3 Months
-6.57%
6 Months
+7.40%
YTD
+10.10%
1 Year
+13.93%
3 Years (annualized)
+11.09%
5 Years (annualized)
+4.56%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVPSX 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 SmallCap 600 Pure Value(^SP600PV:SP)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+10.34%
vs Peers
-0.24%

SVPSX Mutual Fund Performance

SVPSX performance across multiple time periods: 1-month -6.09%, YTD 10.10%, 1-year 13.93%, 3-year 11.09%, 5-year 4.56%, 10-year 7.00%.

SVPSX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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