SCVNX Mutual Fund

NAV$44.12

Returns Overview

1 Month
+4.84%
3 Months
+13.71%
6 Months
+21.74%
YTD
+20.82%
1 Year
+28.76%
3 Years (annualized)
+14.66%
5 Years (annualized)
+8.04%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCVNX 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)
+20.82%
Peer Avg (YTD)
+18.52%
vs Peers
+2.30%

SCVNX Mutual Fund Performance

SCVNX performance across multiple time periods: 1-month 4.84%, YTD 20.82%, 1-year 28.76%, 3-year 14.66%, 5-year 8.04%, 10-year 10.95%.

SCVNX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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