SCVNX Mutual Fund

SCVNX Mutual Fund

NAV$41.74
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Returns Overview

1 Month
+2.25%
3 Months
-3.06%
6 Months
+1.26%
YTD
+16.89%
1 Year
+21.20%
3 Years (annualized)
+16.01%
5 Years (annualized)
+6.37%
10 Years (annualized)
+10.00%

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
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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)
+16.89%
Peer Avg (YTD)
+12.21%
vs Peers
+4.68%

SCVNX Mutual Fund Performance

SCVNX performance across multiple time periods: 1-month 2.25%, YTD 16.89%, 1-year 21.20%, 3-year 16.01%, 5-year 6.37%, 10-year 10.00%.

SCVNX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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