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AIG Strategic Value A (SFVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.48-0.29 (-1.01%)
At close: 08:03PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return7.85%
5-year average return7.51%
Number of years up15
Number of years down6
Best 1-yr total return (3 Feb 2019)47.63%
Worst 1-yr total return (3 Feb 2019)-49.81%
Best 3-yr total return47.63%
Worst 3-yr total return-12.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFVAXCategory
YTD16.69%4.44%
1-month-1.85%-4.04%
3-month0.22%4.09%
1-year34.85%14.37%
3-year7.30%6.04%
5-year7.16%9.20%
10-year9.49%8.57%
Last bull market22.62%22.97%
Last bear market-19.33%-11.27%

Annual total return (%) history

Year
SFVAXCategory
2021
N/A26.22%
2020
-0.39%2.91%
2019
18.65%25.04%
2018
-10.82%-8.53%
2017
15.64%15.94%
2016
12.33%14.81%
2015
-4.52%-4.05%
2014
11.99%10.21%
2013
33.58%31.21%
2012
14.33%14.57%
2011
-2.58%-0.75%
2010
12.01%13.66%
2009
47.63%24.13%
2008
-49.81%-37.09%
2007
7.17%1.42%
2006
24.11%18.15%
2005
3.36%5.95%
2004
14.98%12.97%
2003
35.40%28.44%
2002
-23.35%-18.69%
2001
10.00%-4.99%
2000
31.19%7.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202112.52%N/AN/AN/A
2020-27.20%15.37%2.25%15.99%
20199.41%2.09%-0.22%6.46%
2018-2.19%-0.29%4.29%-12.32%
20173.53%1.65%3.32%6.36%
20163.03%1.88%1.73%5.20%
20150.04%-1.29%-8.15%5.27%
20140.67%4.55%-0.12%6.53%
201312.22%2.72%4.87%10.50%
201210.96%-3.33%5.55%0.98%
20114.57%-0.87%-16.63%12.73%
20104.23%-12.89%10.82%11.32%
2009-2.82%29.12%9.71%7.24%
2008-9.32%-6.02%-12.40%-32.77%
20074.15%8.05%1.36%-6.04%
20067.79%2.04%5.63%6.82%
20050.05%0.86%5.58%-2.98%
20043.57%-1.27%1.61%10.67%
2003-0.88%14.43%6.11%12.50%
20020.11%-11.24%-16.98%3.91%
20010.06%11.84%-10.48%9.80%
20004.94%3.04%7.31%13.06%

Rank in category (by total return)

YTD39
1-month57
3-month61
1-year59
3-year88
5-year90

Load adjusted returns

1-year32.26%
3-year6.42%
5-year7.78%
10-year8.89%