SCVAX Mutual Fund

SCVAX Mutual Fund

NAV$41.89
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Returns Overview

1 Month
-0.22%
3 Months
+4.39%
6 Months
+14.08%
YTD
+20.41%
1 Year
+27.84%
3 Years (annualized)
+12.16%
5 Years (annualized)
+7.85%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCVAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.41%
Peer Avg (YTD)
+15.31%
vs Peers
+5.10%

SCVAX Mutual Fund Performance

SCVAX performance across multiple time periods: 1-month -0.22%, YTD 20.41%, 1-year 27.84%, 3-year 12.16%, 5-year 7.85%, 10-year 9.98%.

SCVAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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