SEVPX Mutual Fund

SEVPX Mutual Fund

NAV$34.19
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Returns Overview

1 Month
-2.97%
3 Months
-3.18%
6 Months
-4.85%
YTD
-2.89%
1 Year
-1.38%
3 Years (annualized)
+2.81%
5 Years (annualized)
+15.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEVPX 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)
-2.89%
Peer Avg (YTD)
-4.16%
vs Peers
+1.27%

SEVPX Mutual Fund Performance

SEVPX performance across multiple time periods: 1-month -2.97%, YTD -2.89%, 1-year -1.38%, 3-year 2.81%, 5-year 15.67%.

SEVPX returns outperform the peer average of -4.16% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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