SVFDX Mutual Fund

NAV$90.94

Returns Overview

1 Month
-1.07%
3 Months
+3.88%
6 Months
+10.65%
YTD
+11.48%
1 Year
+28.04%
3 Years
+14.15%
5 Years
+9.85%
10 Years
+13.57%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SVFDX 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)
+11.48%
Peer Avg (YTD)
+7.14%
vs Peers
+4.35%

SVFDX Mutual Fund Performance

SVFDX performance across multiple time periods: 1-month -1.07%, YTD 11.48%, 1-year 28.04%, 3-year 14.15%, 5-year 9.85%, 10-year 13.57%.

SVFDX returns outperform the peer average of 7.14% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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