SESVX Mutual Fund

SESVX Mutual Fund

NAV$26.89
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Returns Overview

1 Month
-4.58%
3 Months
-3.40%
6 Months
+11.77%
YTD
+13.56%
1 Year
+19.18%
3 Years (annualized)
+16.88%
5 Years (annualized)
+9.22%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SESVX 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 Return
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+10.34%
vs Peers
+3.22%

SESVX Mutual Fund Performance

SESVX performance across multiple time periods: 1-month -4.58%, YTD 13.56%, 1-year 19.18%, 3-year 16.88%, 5-year 9.22%, 10-year 8.83%.

SESVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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