SEVIX Mutual Fund

SEVIX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
-2.15%
3 Months
+1.67%
YTD
+7.48%
1 Year
+7.19%
3 Years (annualized)
+9.53%
5 Years (annualized)
+10.99%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEVIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.48%
Peer Avg (YTD)
+11.41%
vs Peers
-3.93%

SEVIX Mutual Fund Performance

SEVIX performance across multiple time periods: 1-month -2.15%, YTD 7.48%, 1-year 7.19%, 3-year 9.53%, 5-year 10.99%, 10-year 8.34%.

SEVIX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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