SESVX Mutual Fund

SESVX Mutual Fund

NAV$27.23
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Returns Overview

1 Month
+4.63%
3 Months
-0.42%
6 Months
+6.39%
YTD
+18.81%
1 Year
+26.73%
3 Years (annualized)
+20.63%
5 Years (annualized)
+9.09%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SESVX 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 2000 Value Index Return
This Mutual Fund (YTD)
+18.81%
Peer Avg (YTD)
+12.21%
vs Peers
+6.61%

SESVX Mutual Fund Performance

SESVX performance across multiple time periods: 1-month 4.63%, YTD 18.81%, 1-year 26.73%, 3-year 20.63%, 5-year 9.09%, 10-year 9.24%.

SESVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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