SVSAX Mutual Fund

SVSAX Mutual Fund

NAV$10.90
See how much of SVSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.63%
3 Months
-0.64%
6 Months
+1.00%
YTD
+1.75%
1 Year
+3.88%
3 Years (annualized)
+7.40%
5 Years (annualized)
+3.59%
10 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVSAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+2.46%
vs Peers
-0.71%

SVSAX Mutual Fund Performance

SVSAX performance across multiple time periods: 1-month -1.63%, YTD 1.75%, 1-year 3.88%, 3-year 7.40%, 5-year 3.59%, 10-year 3.77%.

SVSAX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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