SCGVX Mutual Fund

NAV$22.87

Returns Overview

1 Month
+1.73%
3 Months
+21.11%
6 Months
+3.80%
YTD
+3.99%
1 Year
+0.17%
3 Years (annualized)
+12.52%
5 Years (annualized)
-0.32%
10 Years (annualized)
+11.19%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.99%
Peer Avg (YTD)
+8.97%
vs Peers
-4.98%

SCGVX Mutual Fund Performance

SCGVX performance across multiple time periods: 1-month 1.73%, YTD 3.99%, 1-year 0.17%, 3-year 12.52%, 5-year -0.32%, 10-year 11.19%.

SCGVX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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