SCVJX Mutual Fund

SCVJX Mutual Fund

NAV$41.58
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Returns Overview

1 Month
-0.02%
3 Months
+4.64%
6 Months
+8.93%
YTD
+20.65%
1 Year
+22.43%
3 Years (annualized)
+13.67%
5 Years (annualized)
+7.64%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCVJX 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)
+20.65%
Peer Avg (YTD)
+15.20%
vs Peers
+5.45%

SCVJX Mutual Fund Performance

SCVJX performance across multiple time periods: 1-month -0.02%, YTD 20.65%, 1-year 22.43%, 3-year 13.67%, 5-year 7.64%, 10-year 10.40%.

SCVJX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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