SEVAX Mutual Fund

SEVAX Mutual Fund

NAV$37.53
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Returns Overview

1 Month
-0.78%
3 Months
+4.21%
6 Months
+7.74%
YTD
+9.93%
1 Year
+17.45%
3 Years (annualized)
+9.38%
5 Years (annualized)
+7.53%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEVAX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+9.93%
Peer Avg (YTD)
+9.54%
vs Peers
+0.40%

SEVAX Mutual Fund Performance

SEVAX performance across multiple time periods: 1-month -0.78%, YTD 9.93%, 1-year 17.45%, 3-year 9.38%, 5-year 7.53%, 10-year 9.57%.

SEVAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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