SCVAX Mutual Fund

SCVAX Mutual Fund

NAV$42.53
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Returns Overview

1 Month
+4.82%
3 Months
+13.61%
6 Months
+21.55%
YTD
+20.67%
1 Year
+28.41%
3 Years (annualized)
+14.37%
5 Years (annualized)
+7.75%
10 Years (annualized)
+10.62%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.67%
Peer Avg (YTD)
+18.52%
vs Peers
+2.15%

SCVAX Mutual Fund Performance

SCVAX performance across multiple time periods: 1-month 4.82%, YTD 20.67%, 1-year 28.41%, 3-year 14.37%, 5-year 7.75%, 10-year 10.62%.

SCVAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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