Small Cap Value Fund Class Y (SPVYX) NASDAQ

If you invested $1000 in Small Cap Value Fund Class Y (SPVYX) 10 years ago, it would be worth $1,479.05 as of June 23, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,120.72, while $1000 invested 1 year ago would be worth $1,368.88. This corresponds to total returns of 47.91%, 12.07%, 36.89%, respectively, with annualized returns of 3.99%, 2.3%, 36.89%.

Custom investment amounts or purchase dates can also be explored using the Stoculator calculator. Past performance does not guarantee future results.