SVFAX Mutual Fund

NAV$93.43

Returns Overview

1 Month
-1.03%
3 Months
+3.98%
6 Months
+10.48%
YTD
+11.65%
1 Year
+28.20%
3 Years
+14.46%
5 Years
+9.34%
10 Years
+13.12%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SVFAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+7.14%
vs Peers
+4.51%

SVFAX Mutual Fund Performance

SVFAX performance across multiple time periods: 1-month -1.03%, YTD 11.65%, 1-year 28.20%, 3-year 14.46%, 5-year 9.34%, 10-year 13.12%.

SVFAX returns outperform the peer average of 7.14% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

SVFAX performance comparison shows side-by-side returns with another fund. SVFAX alternatives are available in the Mutual Fund Screener.