SCVEX Mutual Fund

SCVEX Mutual Fund

NAV$24.02
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Returns Overview

1 Month
-0.71%
3 Months
-2.80%
6 Months
+4.00%
YTD
+6.69%
1 Year
+7.06%
3 Years (annualized)
+18.00%
5 Years (annualized)
+6.12%
10 Years (annualized)
+10.05%

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
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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+8.21%
vs Peers
-1.52%

SCVEX Mutual Fund Performance

SCVEX performance across multiple time periods: 1-month -0.71%, YTD 6.69%, 1-year 7.06%, 3-year 18.00%, 5-year 6.12%, 10-year 10.05%.

SCVEX returns trail the peer average of 8.21% 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.