SCVEX Mutual Fund

NAV$25.21

Returns Overview

1 Month
+1.12%
3 Months
+12.15%
6 Months
+8.25%
YTD
+6.96%
1 Year
+15.33%
3 Years (annualized)
+14.58%
5 Years (annualized)
+7.01%
10 Years (annualized)
+10.66%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+9.13%
vs Peers
-2.17%

SCVEX Mutual Fund Performance

SCVEX performance across multiple time periods: 1-month 1.12%, YTD 6.96%, 1-year 15.33%, 3-year 14.58%, 5-year 7.01%, 10-year 10.66%.

SCVEX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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