SCVAX Mutual Fund

SCVAX Mutual Fund

NAV$40.21
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Returns Overview

1 Month
+2.23%
3 Months
-3.15%
6 Months
+1.10%
YTD
+16.62%
1 Year
+20.87%
3 Years (annualized)
+15.70%
5 Years (annualized)
+6.08%
10 Years (annualized)
+9.68%

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)
+16.62%
Peer Avg (YTD)
+12.21%
vs Peers
+4.41%

SCVAX Mutual Fund Performance

SCVAX performance across multiple time periods: 1-month 2.23%, YTD 16.62%, 1-year 20.87%, 3-year 15.70%, 5-year 6.08%, 10-year 9.68%.

SCVAX returns outperform the peer average of 12.21% 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.