SESVX Mutual Fund

SESVX Mutual Fund

NAV$26.94
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Returns Overview

1 Month
+1.49%
3 Months
+6.84%
6 Months
+14.38%
YTD
+19.31%
1 Year
+36.06%
3 Years (annualized)
+15.46%
5 Years (annualized)
+9.69%
10 Years (annualized)
+9.10%

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)
+19.31%
Peer Avg (YTD)
+15.31%
vs Peers
+4.00%

SESVX Mutual Fund Performance

SESVX performance across multiple time periods: 1-month 1.49%, YTD 19.31%, 1-year 36.06%, 3-year 15.46%, 5-year 9.69%, 10-year 9.10%.

SESVX returns outperform the peer average of 15.31% 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.