SCGVX Mutual Fund

SCGVX Mutual Fund

NAV$22.94
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Returns Overview

1 Month
+4.24%
3 Months
+1.33%
6 Months
+10.28%
YTD
+3.58%
1 Year
+1.51%
3 Years (annualized)
+13.35%
5 Years (annualized)
-1.92%
10 Years (annualized)
+10.05%

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
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📉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)
+3.58%
Peer Avg (YTD)
+8.51%
vs Peers
-4.93%

SCGVX Mutual Fund Performance

SCGVX performance across multiple time periods: 1-month 4.24%, YTD 3.58%, 1-year 1.51%, 3-year 13.35%, 5-year -1.92%, 10-year 10.05%.

SCGVX returns trail the peer average of 8.51% 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.