SCAVX Mutual Fund

NAV$17.91

Returns Overview

1 Month
+7.63%
3 Months
+19.23%
6 Months
+28.18%
YTD
+27.45%
1 Year
+34.93%
3 Years (annualized)
+15.35%
5 Years (annualized)
+5.92%
10 Years (annualized)
+9.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+27.45%
Peer Avg (YTD)
+18.52%
vs Peers
+8.93%

SCAVX Mutual Fund Performance

SCAVX performance across multiple time periods: 1-month 7.63%, YTD 27.45%, 1-year 34.93%, 3-year 15.35%, 5-year 5.92%, 10-year 9.29%.

SCAVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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