SVXAX Mutual Fund

SVXAX Mutual Fund

NAV$95.94
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Returns Overview

1 Month
-4.31%
3 Months
+5.78%
6 Months
+12.23%
YTD
+26.77%
1 Year
+38.79%
3 Years (annualized)
+25.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXAX 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
MSCI EAFE (Net) Index
This Mutual Fund (YTD)
+26.77%
Peer Avg (YTD)
+9.29%
vs Peers
+17.48%

SVXAX Mutual Fund Performance

SVXAX performance across multiple time periods: 1-month -4.31%, YTD 26.77%, 1-year 38.79%, 3-year 25.72%.

SVXAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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