SCVEX Mutual Fund

SCVEX Mutual Fund

NAV$24.07
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Returns Overview

1 Month
-4.29%
3 Months
-0.74%
6 Months
+11.32%
YTD
+6.17%
1 Year
+10.18%
3 Years (annualized)
+17.21%
5 Years (annualized)
+7.35%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCVEX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.17%
Peer Avg (YTD)
+9.29%
vs Peers
-3.12%

SCVEX Mutual Fund Performance

SCVEX performance across multiple time periods: 1-month -4.29%, YTD 6.17%, 1-year 10.18%, 3-year 17.21%, 5-year 7.35%, 10-year 10.50%.

SCVEX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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