SCVFX Mutual Fund

SCVFX Mutual Fund

NAV$29.51
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Returns Overview

1 Month
-2.97%
3 Months
+2.20%
6 Months
+10.75%
YTD
-1.42%
1 Year
-2.09%
3 Years (annualized)
+7.52%
5 Years (annualized)
+14.98%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCVFX 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)
-1.42%
Peer Avg (YTD)
+5.41%
vs Peers
-6.84%

SCVFX Mutual Fund Performance

SCVFX performance across multiple time periods: 1-month -2.97%, YTD -1.42%, 1-year -2.09%, 3-year 7.52%, 5-year 14.98%, 10-year 8.26%.

SCVFX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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