SCAVX Mutual Fund

SCAVX Mutual Fund

NAV$17.57
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Returns Overview

1 Month
-1.40%
3 Months
+8.21%
6 Months
+16.87%
YTD
+25.68%
1 Year
+32.86%
3 Years (annualized)
+12.70%
5 Years (annualized)
+6.17%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCAVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.68%
Peer Avg (YTD)
+15.31%
vs Peers
+10.36%

SCAVX Mutual Fund Performance

SCAVX performance across multiple time periods: 1-month -1.40%, YTD 25.68%, 1-year 32.86%, 3-year 12.70%, 5-year 6.17%, 10-year 8.51%.

SCAVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

SCAVX vs another fund shows side-by-side returns. SCAVX alternatives are available in the Mutual Fund Screener.