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AIG Strategic Value W (SFVWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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28.46
-0.28
(-0.97%)
At close: 08:02PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
7.85%
5-year average return
0.00%
Number of years up
1
Number of years down
2
Best 1-yr total return (3 Feb 2019)
18.54%
Worst 1-yr total return (3 Feb 2019)
-10.86%
Best 3-yr total return
18.54%
Worst 3-yr total return
1.70%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SFVWX
Category
YTD
16.68%
4.44%
1-month
-1.87%
-4.04%
3-month
0.20%
4.09%
1-year
34.78%
14.37%
3-year
7.24%
6.04%
5-year
0.00%
9.20%
10-year
0.00%
8.57%
Last bull market
22.62%
22.97%
Last bear market
-19.33%
-11.27%
Annual total return (%) history
Year
SFVWX
Category
2021
N/A
26.22%
2020
-0.45%
2.91%
2019
18.54%
25.04%
2018
-10.86%
-8.53%
2017
N/A
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
12.57%
N/A
N/A
N/A
2020
-27.22%
15.34%
2.25%
15.99%
2019
9.37%
2.09%
-0.25%
6.43%
2018
-2.19%
-0.32%
4.29%
-12.33%
2017
3.28%
6.32%
N/A
N/A
Rank in category (by total return)
YTD
39
1-month
57
3-month
63
1-year
59
3-year
89
5-year
91
Load adjusted returns
1-year
40.30%
3-year
8.47%
5-year
9.00%
10-year
9.50%
Data disclaimer
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