SCVIX Mutual Fund

SCVIX Mutual Fund

NAV$37.27
See how much of SCVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.76%
3 Months
+9.07%
6 Months
+2.40%
YTD
+1.50%
1 Year
-0.26%
3 Years (annualized)
+8.09%
5 Years (annualized)
+13.88%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCVIX 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)
+1.50%
Peer Avg (YTD)
+4.49%
vs Peers
-2.99%

SCVIX Mutual Fund Performance

SCVIX performance across multiple time periods: 1-month 4.76%, YTD 1.50%, 1-year -0.26%, 3-year 8.09%, 5-year 13.88%, 10-year 8.41%.

SCVIX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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