SEVSX Mutual Fund

SEVSX Mutual Fund

NAV$41.30
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Returns Overview

1 Month
-0.65%
3 Months
+1.52%
6 Months
+4.64%
YTD
+8.65%
1 Year
+10.62%
3 Years (annualized)
+8.38%
5 Years (annualized)
+2.29%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEVSX 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)
+8.65%
Peer Avg (YTD)
+9.89%
vs Peers
-1.24%

SEVSX Mutual Fund Performance

SEVSX performance across multiple time periods: 1-month -0.65%, YTD 8.65%, 1-year 10.62%, 3-year 8.38%, 5-year 2.29%, 10-year 2.37%.

SEVSX returns trail the peer average of 9.89% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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