SCVEX Mutual Fund

SCVEX Mutual Fund

NAV$24.36
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Returns Overview

1 Month
+1.40%
3 Months
+7.00%
6 Months
+7.00%
YTD
+9.76%
1 Year
+20.41%
3 Years (annualized)
+14.61%
5 Years (annualized)
+7.40%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCVEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+9.42%
vs Peers
+0.34%

SCVEX Mutual Fund Performance

SCVEX performance across multiple time periods: 1-month 1.40%, YTD 9.76%, 1-year 20.41%, 3-year 14.61%, 5-year 7.40%, 10-year 10.33%.

SCVEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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