# NAA SMid Cap Value Institutional (SVUIX)

> Source: Nexqual · https://nexqual.com/SVUIX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, NAA SMid Cap Value Institutional (SVUIX), nexqual.com/SVUIX" · informational, not investment advice.

**Price:** USD 39.38 (-0.23% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 39.47 · day 39.38–39.38 · 52w 35.61–42.53 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.4% vs S&P 500 +13.4%; 5Y -1025.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.4% | -1025.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.4% | — |
| Volatility (annualized) | 13.6% | — |
| Max drawdown | -9.3% (Aug 2026→Sep 2026) | -555.0% (Mar 2022→Nov 2024) |

## Peers
OYRDX (Invesco Rising Dividends Fund C) USD 30.55 +0.00% · TCMSX (TCM Small Cap Growth Fund, a se) USD 48.87 +0.00% · BIIEX (Brandes International Equity Fu) USD 30.5 +0.00% · GGOIX (Goldman Sachs Mid Cap Growth Fu) USD 20.84 +0.05% · IVAEX (Delaware Ivy Asset Strategy Fun) USD 23.47 +0.00%

## More
Full page: https://nexqual.com/SVUIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt