SVXLX Mutual Fund

SVXLX Mutual Fund

NAV$97.63
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Returns Overview

1 Month
-4.30%
3 Months
+6.25%
6 Months
+12.75%
YTD
+27.38%
1 Year
+39.60%
3 Years (annualized)
+26.10%
5 Years (annualized)
+20.26%
10 Years (annualized)
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXLX 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)
+27.38%
Peer Avg (YTD)
+9.29%
vs Peers
+18.09%

SVXLX Mutual Fund Performance

SVXLX performance across multiple time periods: 1-month -4.30%, YTD 27.38%, 1-year 39.60%, 3-year 26.10%, 5-year 20.26%, 10-year 15.83%.

SVXLX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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