SEVSX Mutual Fund

SEVSX Mutual Fund

NAV$43.26
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Returns Overview

1 Month
-0.85%
3 Months
+3.95%
6 Months
+7.27%
YTD
+9.36%
1 Year
+16.43%
3 Years (annualized)
+8.47%
5 Years (annualized)
+6.63%
10 Years (annualized)
+8.67%

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)
+9.36%
Peer Avg (YTD)
+9.54%
vs Peers
-0.18%

SEVSX Mutual Fund Performance

SEVSX performance across multiple time periods: 1-month -0.85%, YTD 9.36%, 1-year 16.43%, 3-year 8.47%, 5-year 6.63%, 10-year 8.67%.

SEVSX returns trail the peer average of 9.54% 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.