SCVJX Mutual Fund

SCVJX Mutual Fund

NAV$42.24
See how much of SCVJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.18%
3 Months
+4.51%
6 Months
+14.28%
YTD
+20.68%
1 Year
+28.31%
3 Years (annualized)
+12.56%
5 Years (annualized)
+8.26%
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
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)
+20.68%
Peer Avg (YTD)
+15.31%
vs Peers
+5.37%

SCVJX Mutual Fund Performance

SCVJX performance across multiple time periods: 1-month -0.18%, YTD 20.68%, 1-year 28.31%, 3-year 12.56%, 5-year 8.26%, 10-year 10.40%.

SCVJX returns outperform the peer average of 15.31% 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.