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(SVIFX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return3.76%
5-year average return8.03%
Number of years up20
Number of years down8
Best 1-yr total return (24 Jun 2024)33.06%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return33.06%
Worst 3-yr total return3.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVIFXCategory
YTD4.69%4.44%
1-month3.68%-4.04%
3-month2.78%4.09%
1-year22.38%14.37%
3-year2.96%6.04%
5-year9.47%9.20%
10-year7.13%8.57%
Last bull market23.76%22.97%
Last bear market-14.07%-11.27%

Annual total return (%) history

Year
SVIFXCategory
2024
N/AN/A
2023
13.95%11.63%
2022
-14.64%-5.90%
2021
24.57%26.22%
2020
2.98%2.91%
2019
30.00%25.04%
2018
-11.09%-8.53%
2017
15.38%15.94%
2016
14.57%14.81%
2015
-5.35%-4.05%
2014
10.27%10.21%
2013
33.06%31.21%
2012
15.39%14.57%
2011
-2.46%-0.75%
2010
17.03%13.66%
2009
23.46%24.13%
2008
-33.01%-37.09%
2007
2.74%1.42%
2006
21.26%18.15%
2005
2.65%5.95%
2004
13.87%12.97%
2003
22.37%28.44%
2002
-16.52%-18.69%
2001
-1.99%-4.99%
2000
9.61%7.87%
1999
-3.99%6.72%
1998
9.34%12.00%
1997
25.65%26.61%
1996
18.17%20.08%
1995
N/A32.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.84%N/AN/AN/A
20230.88%3.88%-3.69%12.92%
2022-6.53%-14.07%-5.98%13.03%
20218.97%5.66%-1.31%9.63%
2020-28.28%15.10%8.27%15.22%
201911.51%3.72%3.42%8.68%
2018-4.37%1.49%6.35%-13.86%
20173.24%2.11%3.50%5.75%
20160.49%4.06%2.96%6.41%
2015-2.06%-0.43%-8.89%6.54%
20141.41%5.18%-1.15%4.58%
201310.62%2.92%6.99%9.24%
201210.75%-4.45%6.29%2.58%
20115.03%-0.81%-17.16%13.02%
20106.39%-11.02%10.30%12.08%
2009-10.91%14.88%14.65%5.22%
2008-9.17%-4.61%-4.30%-19.20%
20071.36%6.73%0.80%-5.78%
20067.78%-0.10%5.05%7.20%
2005-0.20%-0.96%1.63%2.19%
20042.88%2.06%0.31%8.12%
2003-7.08%14.33%2.49%12.38%
20023.80%-8.34%-20.27%10.04%
2001-4.93%5.35%-9.65%8.30%
2000-4.02%-2.92%6.35%10.61%
1999-1.80%15.05%-12.37%-3.01%
199811.70%-4.02%-9.74%12.99%
19972.64%11.96%8.88%0.43%
19965.05%3.39%2.86%5.78%
19957.17%7.17%N/AN/A

Rank in category (by total return)

YTD88
1-month23
3-month75
1-year50
3-year93
5-year84

Load adjusted returns

1-year21.38%
3-year2.96%
5-year9.47%
10-year7.13%