SCYVX Mutual Fund

SCYVX Mutual Fund

NAV$16.33
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Returns Overview

1 Month
-1.68%
3 Months
+4.33%
6 Months
+11.12%
YTD
+23.70%
1 Year
+21.55%
3 Years (annualized)
+15.26%
5 Years (annualized)
+6.21%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCYVX 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
PROUpgrade to run
🏦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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.70%
Peer Avg (YTD)
+15.20%
vs Peers
+8.50%

SCYVX Mutual Fund Performance

SCYVX performance across multiple time periods: 1-month -1.68%, YTD 23.70%, 1-year 21.55%, 3-year 15.26%, 5-year 6.21%, 10-year 8.69%.

SCYVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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