SCVJX Mutual Fund

NAV$44.46

Returns Overview

1 Month
+4.86%
3 Months
+13.71%
6 Months
+21.78%
YTD
+20.90%
1 Year
+28.87%
3 Years (annualized)
+14.79%
5 Years (annualized)
+8.15%

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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.90%
Peer Avg (YTD)
+18.52%
vs Peers
+2.37%

SCVJX Mutual Fund Performance

SCVJX performance across multiple time periods: 1-month 4.86%, YTD 20.90%, 1-year 28.87%, 3-year 14.79%, 5-year 8.15%.

SCVJX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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