SCYVX Mutual Fund

NAV$17.95

Returns Overview

1 Month
+1.13%
3 Months
+9.12%
6 Months
+17.70%
YTD
+26.23%
1 Year
+39.91%
3 Years (annualized)
+16.94%
5 Years (annualized)
+6.91%
10 Years (annualized)
+9.94%

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.23%
Peer Avg (YTD)
+18.52%
vs Peers
+7.71%

SCYVX Mutual Fund Performance

SCYVX performance across multiple time periods: 1-month 1.13%, YTD 26.23%, 1-year 39.91%, 3-year 16.94%, 5-year 6.91%, 10-year 9.94%.

SCYVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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