SIVLX vs. SFVLX
SIVLX (Seafarer Overseas Value Fund Institutional Class) and SFVLX (Seafarer Overseas Value Fund) are both Emerging Markets Equities funds from Seafarer. Over the past 5 years, SIVLX returned 9.86%/yr vs 9.74%/yr for SFVLX. Their 1.00 correlation means they have historically moved very closely together. SIVLX charges 1.05%/yr vs 1.15%/yr for SFVLX.
Performance
SIVLX vs. SFVLX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with SIVLX having a 8.42% return and SFVLX slightly lower at 8.40%.
SIVLX
- 1D
- 0.44%
- 1M
- 1.71%
- 6M
- -2.39%
- YTD
- 8.42%
- 1Y
- 18.98%
- 3Y*
- 13.93%
- 5Y*
- 9.86%
- 10Y*
- —
- ALL TIME*
- 9.59%
SFVLX
- 1D
- 0.44%
- 1M
- 1.66%
- 6M
- -2.45%
- YTD
- 8.40%
- 1Y
- 18.86%
- 3Y*
- 13.79%
- 5Y*
- 9.74%
- 10Y*
- —
- ALL TIME*
- 9.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SIVLX vs. SFVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIVLX Seafarer Overseas Value Fund Institutional Class | 8.42% | 37.79% | -3.34% | 13.38% | -0.74% | 10.05% | 4.05% | 21.98% | -13.91% | 23.02% |
SFVLX Seafarer Overseas Value Fund | 8.40% | 37.50% | -3.41% | 13.35% | -0.86% | 9.92% | 3.98% | 21.72% | -13.89% | 22.78% |
Correlation
The correlation between SIVLX and SFVLX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 1.00 |
The correlation between SIVLX and SFVLX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SIVLX vs. SFVLX — Risk / Return Rank
SIVLX
SFVLX
SIVLX vs. SFVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Value Fund Institutional Class (SIVLX) and Seafarer Overseas Value Fund (SFVLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SIVLX | SFVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.29 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.57 | +0.01 |
| Martin ratioReturn relative to average drawdown | 3.86 | 3.83 | +0.03 |
Loading charts...
Drawdowns
SIVLX vs. SFVLX - Drawdown Comparison
The maximum SIVLX drawdown since its inception was -33.09%, roughly equal to the maximum SFVLX drawdown of -33.11%. Use the drawdown chart below to compare losses from any high point for SIVLX and SFVLX.
Loading charts...
Drawdown Indicators
| SIVLX | SFVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.09% | -33.11% | +0.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -12.51% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -12.51% | -12.51% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -16.36% | -0.03% |
Current DrawdownCurrent decline from peak | -6.41% | -6.44% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -5.67% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 5.11% | -0.01% |
Volatility
SIVLX vs. SFVLX - Volatility Comparison
Seafarer Overseas Value Fund Institutional Class (SIVLX) and Seafarer Overseas Value Fund (SFVLX) have volatilities of 4.14% and 4.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SIVLX | SFVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 4.14% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 12.06% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.48% | 13.49% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.04% | 12.06% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.70% | 12.69% | +0.01% |
SIVLX vs. SFVLX - Expense Ratio Comparison
SIVLX has a 1.05% expense ratio, which is lower than SFVLX's 1.15% expense ratio.
Dividends
SIVLX vs. SFVLX - Dividend Comparison
SIVLX's dividend yield for the trailing twelve months is around 4.66%, which matches SFVLX's 4.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
SFVLX Seafarer Overseas Value Fund | 4.62% | 5.00% | 4.17% | 2.88% | 1.65% | 3.51% | 1.31% | 3.02% | 3.23% | 3.50% |
SIVLX Seafarer Overseas Value Fund Institutional Class | 4.66% | 5.05% | 4.23% | 2.93% | 1.70% | 3.56% | 1.38% | 3.06% | 3.30% | 3.41% |
Frequently Asked Questions
With a correlation of 1.00, SIVLX and SFVLX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SFVLX has higher volatility (4.14%) compared to SIVLX (4.14%). In terms of maximum drawdown, SIVLX dropped -33.09% vs SFVLX's -33.11%.
SIVLX currently has the higher Sharpe Ratio (1.47 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for SIVLX and SFVLX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer