SCGVX Mutual Fund

SCGVX Mutual Fund

NAV$22.08
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Returns Overview

1 Month
-4.44%
3 Months
+2.33%
6 Months
+2.96%
YTD
-0.63%
1 Year
-1.73%
3 Years (annualized)
+9.55%
5 Years (annualized)
-1.78%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCGVX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+6.23%
vs Peers
-6.87%

SCGVX Mutual Fund Performance

SCGVX performance across multiple time periods: 1-month -4.44%, YTD -0.63%, 1-year -1.73%, 3-year 9.55%, 5-year -1.78%, 10-year 9.78%.

SCGVX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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