SEVAX Mutual Fund

SEVAX Mutual Fund

NAV$36.83
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Returns Overview

1 Month
-5.82%
3 Months
-7.11%
6 Months
+3.66%
YTD
+2.92%
1 Year
+4.78%
3 Years (annualized)
+9.60%
5 Years (annualized)
+7.16%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEVAX 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)
+2.92%
Peer Avg (YTD)
+6.72%
vs Peers
-3.80%

SEVAX Mutual Fund Performance

SEVAX performance across multiple time periods: 1-month -5.82%, YTD 2.92%, 1-year 4.78%, 3-year 9.60%, 5-year 7.16%, 10-year 9.41%.

SEVAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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