SCVAX Mutual Fund

SCVAX Mutual Fund

NAV$39.80
See how much of SCVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
+4.55%
6 Months
+8.75%
YTD
+20.35%
1 Year
+21.97%
3 Years (annualized)
+13.26%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.63%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.35%
Peer Avg (YTD)
+15.20%
vs Peers
+5.16%

SCVAX Mutual Fund Performance

SCVAX performance across multiple time periods: 1-month -0.05%, YTD 20.35%, 1-year 21.97%, 3-year 13.26%, 5-year 7.24%, 10-year 9.63%.

SCVAX returns outperform the peer average of 15.20% 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.