SVXFX Mutual Fund

SVXFX Mutual Fund

NAV$98.34
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Returns Overview

1 Month
-4.29%
3 Months
+5.84%
6 Months
+12.39%
YTD
+27.02%
1 Year
+39.19%
3 Years (annualized)
+26.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXFX 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
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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)
+27.02%
Peer Avg (YTD)
+9.29%
vs Peers
+17.73%

SVXFX Mutual Fund Performance

SVXFX performance across multiple time periods: 1-month -4.29%, YTD 27.02%, 1-year 39.19%, 3-year 26.07%.

SVXFX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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