SVXYX Mutual Fund

SVXYX Mutual Fund

NAV$99.56
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Returns Overview

1 Month
-4.28%
3 Months
+5.87%
6 Months
+12.43%
YTD
+27.08%
1 Year
+39.30%
3 Years (annualized)
+26.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SVXYX 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)
+27.08%
Peer Avg (YTD)
+9.29%
vs Peers
+17.79%

SVXYX Mutual Fund Performance

SVXYX performance across multiple time periods: 1-month -4.28%, YTD 27.08%, 1-year 39.30%, 3-year 26.22%.

SVXYX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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